RC
RC

Robert Corsarie

33 Years of Experience
Cincinnati, OH
1 DisclosureBroker

Robert Corsarie is a registered investment advisor at Fifth Third Securities, INC., based in Cincinnati, OH, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
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. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

38 Fountain Square Plaza, Cincinnati, OH, 45202

Get directions

History

Regulatory History (1)
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
January 2002
Pending
Employment History
Current Registrations
Fifth Third Securities, INC.
May 2025 - Present · 1 yr
Fifth Third Securities, INC.Broker
June 2006 - Present · 19 yrs 11 mos
Previous Registrations
Fifth Third Securities, INC.
July 2006 - May 2025 · 18 yrs 10 mos
Chase Investment Services CORP.Broker
July 2005 - May 2006 · 10 mos
Chase Investment Services CORP.
July 2005 - May 2006 · 10 mos
Banc One Securities Corporation
November 2004 - July 2005 · 8 mos
Banc One Securities CorporationBroker
October 2004 - July 2005 · 9 mos
Chase Investment Services CORP.
February 2004 - November 2004 · 9 mos
Chase Investment Services CORP.Broker
February 2004 - November 2004 · 9 mos
Citicorp Investment ServicesBroker
July 1996 - February 2004 · 7 yrs 7 mos
Dime Securities of Ny, INC.Broker
April 1996 - June 1996 · 2 mos
Citicorp Investment ServicesBroker
August 1994 - April 1996 · 1 yr 8 mos
Sandgrain Securities, INC.Broker
April 1994 - July 1994 · 3 mos
The Dreyfus Service CorporationBroker
March 1992 - April 1994 · 2 yrs 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.
Robert Corsarie - Financial Advisor | TrueAdvisor