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Patrick Michael Mercier

Fifth Third Wealth Advisors LLC

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About Patrick Michael Mercier

Patrick Mercier is an Investment Advisor Representative associated with Fifth Third Wealth Advisors LLC. Patrick has been in the financial services industry for more than 10 years. Patrick holds a Series 65 license and is registered with the states of Ohio, Pennsylvania, and Texas. Patrick's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Patrick has a strong track record of providing financial guidance and investment advice to clients. Patrick's approach to financial planning is tailored to each client's individual needs and goals. Patrick is a dedicated and experienced professional committed to providing clients with exceptional financial advice and support.

Firm Information

Patrick Mercier 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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Patrick Mercier’s Registration & Firm History

OH

05/08/2024 - Present

Fifth Third Wealth Advisors LLC (CINCINNATI OH)

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Licenses & Designations

IA

Issued 05/08/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Michael Mercier.
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