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William Daniel Condley

Fifth Third Securities, Inc.

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About William Daniel Condley

William Condley is a financial advisor currently registered with Fifth Third Securities, Inc. William has worked in the industry since 2009 and is registered in all 50 states and the District of Columbia. William has experience with a variety of financial products and services. Prior to joining Fifth Third Securities, William worked for several other firms including BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, GLOBAL HUNTER SECURITIES, LLC, SG AMERICAS SECURITIES, LLC, and BANC OF AMERICA SECURITIES LLC.

Firm Information

William Condley 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.

1001 Fannin Street

Houston, TX 77002

$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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William Condley’s Registration & Firm History

TX

10/09/2019 - Present

Fifth Third Securities, Inc. (Houston TX)

TX

05/10/2019 - 07/05/2019

BOFA SECURITIES, INC. (HOUSTON TX)

TX

11/23/2012 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

TX

01/10/2012 - 08/23/2012

GLOBAL HUNTER SECURITIES, LLC (HOUSTON TX)

TX

03/29/2011 - 01/11/2012

SG AMERICAS SECURITIES, LLC (HOUSTON TX)

NY

01/15/2008 - 02/06/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

TX

12/21/2005 - 11/06/2007

BANC OF AMERICA SECURITIES LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 7/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/28/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 12/20/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Daniel Condley.
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