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Dylan Tuttle

Fifth Third Wealth Advisors LLC

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About Dylan Tuttle

Dylan Tuttle is an investment advisor representative for Fifth Third Wealth Advisors LLC. Dylan is registered with the state of Connecticut, New York, Ohio and Texas. Dylan has been in the industry since 2016 and previously held positions at BNY Mellon Securities Corporation, UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dylan has a Series 65, Series 66 and Series 7 license. Dylan has a Certified Financial Planner designation and specializes in financial planning, portfolio management and selection of other advisors.

Firm Information

Dylan Tuttle is currently registered with Fifth Third Wealth Advisors LLC. Fifth Third Wealth Advisors LLC is a Cincinnati, OH-based wealth management firm that manages $571,665,625 in regulatory assets across 389 accounts. The firm provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They serve high-net-worth individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
Fifth Third Wealth Advisors LLC

38 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$571.67M

Assets Under Management

Not reported

Total Clients

44

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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Dylan Tuttle’s Registration & Firm History

OH

01/03/2024 - Present

Fifth Third Wealth Advisors LLC (CINCINNATI OH)

NY

02/06/2020 - 06/09/2023

BNY MELLON SECURITIES CORPORATION (NEW YORK NY)

NJ

05/25/2017 - 05/15/2018

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

MD

09/23/2016 - 05/04/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

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Licenses & Designations

IA

Issued 06/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/02/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dylan Tuttle.
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