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Don Rowland Roberts

Fifth Third Securities, Inc.

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About Don Rowland Roberts

Don Rowland Roberts has over 35 years of experience in the financial services industry. Don currently works for Fifth Third Securities, Inc. as an investment advisor representative, providing financial services to individuals, high net worth individuals, corporations, and trusts. Prior to joining Fifth Third Securities, Inc., Don held positions at RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., SUNTRUST CAPITAL MARKETS, INC., and SUNTRUST SECURITIES, INC. Don has passed the Series 3, 7, 63, 72, and SIE exams. Don is registered to provide financial advice in 52 states. Don's specializations include portfolio management for individuals and businesses. Don and Fifth Third Securities, Inc. strive to offer a comprehensive and customized approach to investing, focused on meeting the specific financial goals of their clients.

Firm Information

Don Roberts is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

3344 PEACHTREE RD NE

ATLANTA, GA 30326

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Don Roberts’s Registration & Firm History

GA

04/29/2015 - Present

Fifth Third Securities, Inc. (ATLANTA GA)

GA

10/02/2012 - 05/04/2015

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

GA

12/04/2006 - 03/14/2013

MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)

GA

01/02/1998 - 12/07/2006

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

GA

10/24/1994 - 01/02/1998

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

GA

07/18/1988 - 10/24/1994

SUNTRUST SECURITIES, INC. (ATLANTA GA)

NA

05/14/1988 - 07/14/1988

SHEARSON LEHMAN HUTTON INC.

NA

10/21/1987 - 05/14/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 11/13/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/11/1988

Series 3 - National Commodity Futures Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Don Rowland Roberts.
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