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Matthew Holbrook

Fifth Third Securities, Inc.

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About Matthew Holbrook

Matthew Holbrook is an investment professional with over 17 years of experience in the financial services industry. Matthew is currently registered with Fifth Third Securities, Inc. Matthew has held prior positions at SUNTRUST ROBINSON HUMPHREY, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANC OF AMERICA SECURITIES LLC. Matthew holds licenses for Series 7, 24, 63, 65, 79TO and SIE examinations.

Firm Information

Matthew Holbrook 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.

201 N TRYON ST

CHARLOTTE, NC 28202

$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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Matthew Holbrook’s Registration & Firm History

NC

03/27/2017 - Present

Fifth Third Securities, Inc. (CHARLOTTE NC)

GA

05/09/2014 - 01/17/2017

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

NC

11/01/2010 - 04/29/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

10/15/2004 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 12/15/2004

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 6/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/2021

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Holbrook.
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