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David Snider

Fifth Third Securities, INC.
14 Years of Experience
Okemos, MI
1 DisclosureBroker
View SEC Summary
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David Snider is a registered investment advisor at Fifth Third Securities, INC., based in Okemos, MI, with 14 years of industry experience. David 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

4829 Marsh Rd, Okemos, MI, 48864

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History

Regulatory History (1)
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Criminal
April 2009
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fifth Third Securities, INC.
September 2017 - Present · 9 yrs 1 mo
Fifth Third Securities, INC.
August 2017 - Present · 9 yrs 2 mos
Fifth Third Securities, INC.Broker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2016 - August 2017 · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
February 2016 - August 2017 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - February 2016 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2011 - February 2016 · 4 yrs 3 mos
State Registrations17 states
AZCACOFLGAILMIMNNCNJNYOHORSCTNWAWI
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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