linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mary Spalding Robbins

Fifth Third Wealth Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mary? Claim Your Profile

About Mary Spalding Robbins

Mary Spalding Robbins is an investment advisor representative with Fifth Third Wealth Advisors LLC. Mary is licensed to provide investment advice in California, Illinois, North Carolina, Ohio, and Texas. Mary has been in the financial industry since 2013 and specializes in portfolio management for individuals and businesses. Mary previously worked at J.P. Morgan Securities LLC. Mary has earned the Series 7 and Series 63 licenses, as well as the SIE and Series 65 exams. Mary has a strong track record of providing comprehensive financial planning services to her clients.

Firm Information

Mary Robbins 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mary Robbins’s Registration & Firm History

OH

01/04/2024 - Present

Fifth Third Wealth Advisors LLC (CINCINNATI OH)

CA

12/22/2015 - 09/02/2016

J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)

Not sure if Mary Spalding Robbins is right for you?

Licenses & Designations

IA

Issued 01/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Spalding Robbins.
Not sure if Mary Spalding Robbins is right for you?