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Steven Julian Truitt

Fifth Third Securities, Inc.

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About Steven Julian Truitt

Steven Julian Truitt is a registered investment advisor with Fifth Third Securities, Inc. Steven has been in the industry since 1983 and holds a number of licenses, including Series 66, Series 63, Series 10, Series 9, Series 8, SIE, and Series 7. Steven is registered to provide investment advice in 22 states. Steven is also licensed to provide investment advice for individuals, businesses, and pooled investment vehicles. Steven focuses on financial planning, selection of other advisers, and portfolio management.

Firm Information

Steven Truitt 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.

21 EAST STATE STREET

COLUMBUS, OH 43215

$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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Steven Truitt’s Registration & Firm History

OH

02/15/2005 - Present

Fifth Third Securities, Inc. (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 1/31/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 6/16/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 1/2/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 4/2/1990

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Julian Truitt.
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