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CFP
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CFP

Gerald Gilbertson

Fifth Third Securities, INC.
39 Years of Experience
Rolling Meadows, IL
3 DisclosuresBroker
View SEC Summary
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Gerald Gilbertson is a CFP-designated registered investment advisor at Fifth Third Securities, INC., based in Rolling Meadows, IL, with 39 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.

Fifth Third Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1002 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. Maximum fee is 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1801 Algonquin Road, Rolling Meadows, IL, 60008

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2017
Denied
Customer Dispute
February 2001
Withdrawn
Customer Dispute
November 1997
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fifth Third Securities, INC.
January 2010 - Present · 16 yrs 9 mos
Fifth Third Securities, INC.Broker
January 2010 - Present · 16 yrs 9 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - January 2010 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
May 2007 - January 2010 · 2 yrs 8 mos
Citicorp Investment Services
June 2002 - May 2007 · 4 yrs 11 mos
Citicorp Investment ServicesBroker
July 2001 - May 2007 · 5 yrs 10 mos
First Union Securities, INC.Broker
May 1998 - June 2001 · 3 yrs 1 mo
Principal Financial Securities,inc.Broker
September 1994 - May 1998 · 3 yrs 8 mos
Hamilton Investments, INC.Broker
August 1993 - September 1994 · 1 yr 1 mo
John G. Kinnard and Company, IncorporatedBroker
February 1987 - August 1993 · 6 yrs 6 mos
State Registrations19 states
ALARAZCADCFLGAILINMIMNNCNVPASCTNTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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