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Matthew Mark Byrley

Fifth Third Securities, Inc.

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About Matthew Mark Byrley

Matthew Byrley is a registered investment advisor with Fifth Third Securities, Inc. Matthew has been working in the financial industry since 2002. Matthew is licensed to provide investment advice in Alabama, California, Florida, Georgia, Illinois, Indiana, Kentucky, New York, North Carolina, Ohio, South Carolina, and Texas. Matthew holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Matthew has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mutual of America Life Insurance Company, Mutual of America Securities Corporation, NYLIFE Securities Inc., and Woodbury Financial Services, Inc.

Firm Information

Matthew Byrley 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.

110 PAVILION PARKWAY

NEWPORT, KY 41071

$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 Byrley’s Registration & Firm History

KY

12/12/2012 - Present

Fifth Third Securities, Inc. (NEWPORT KY)

OH

10/06/2009 - 12/03/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)

KY

07/21/2005 - 01/06/2009

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (FLORENCE KY)

KY

07/21/2005 - 01/06/2009

MUTUAL OF AMERICA SECURITIES CORPORATION (FLORENCE KY)

NY

10/03/2002 - 06/30/2005

NYLIFE SECURITIES INC. (NEW YORK NY)

MN

06/11/2002 - 08/28/2002

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 12/4/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/23/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2009

Series 7 - General Securities Representative Examination

BC

Issued 6/8/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Mark Byrley. Review regulatory record here.
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