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Fabrizio Sanchez

Fifth Third Securities, INC.
26 Years of Experience
Palm Beach Gardens, FL
4 DisclosuresBroker
View SEC Summary
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Fabrizio Sanchez is a registered investment advisor at Fifth Third Securities, INC., based in Palm Beach Gardens, FL, with 26 years of industry experience. Fabrizio 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
1009 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

6261 Pga Blvd, Palm Beach Gardens, FL, 33418

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History

Regulatory History (4)
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.
Financial
October 2022
Final
Customer Dispute
January 2018
Denied
Customer Dispute
June 2016
Denied
Customer Dispute
July 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fifth Third Securities, INC.
August 2022 - Present · 4 yrs 2 mos
Fifth Third Securities, INC.Broker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Synovus Securities, INC.Broker
August 2019 - August 2022 · 3 yrs
Synovus Securities, INC.
August 2019 - August 2022 · 3 yrs
LPL Financial LLC
October 2014 - August 2019 · 4 yrs 10 mos
LPL Financial LLCBroker
October 2014 - August 2019 · 4 yrs 10 mos
Citigroup Global Markets INC.
November 2013 - October 2014 · 11 mos
Citigroup Global Markets INC.Broker
October 2013 - October 2014 · 1 yr
Hsbc Securities (USA) INC.
January 2013 - October 2013 · 9 mos
Hsbc Securities (USA) INC.Broker
December 2009 - October 2013 · 3 yrs 10 mos
Colonial Asset Management INC
January 2009 - October 2009 · 9 mos
Colonial Brokerage, INC.Broker
January 2009 - October 2009 · 9 mos
Wamu Investments, INC.
April 2007 - January 2009 · 1 yr 9 mos
Wamu Investments, INC.Broker
April 2007 - January 2009 · 1 yr 9 mos
Citicorp Investment Services
November 2004 - April 2007 · 2 yrs 5 mos
Citicorp Investment ServicesBroker
September 2003 - April 2007 · 3 yrs 7 mos
Wm Financial Services, INC.Broker
August 2000 - August 2003 · 3 yrs
State Registrations14 states
FLGAILINKYMINCNVNYOHORPATNTX
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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