Abby Robertson, financial advisor Columbus OH
89 score

Abby Robertson

CRD Number: 6260059
Current Firm: Fifth Third Securities, Inc.

Abby Robertson (CRD# 6260059) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Columbus, OH and has over 2 years of experience in the finance industry. Abby Robertson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fifth Third Securities Columbus, OH Nov 2014 - Current 2
J.p. Morgan Securities LLC Columbus, OH Oct 2013 - Oct 2014 1
Jpmorgan Chase Bank Na Columbus, OH Oct 2013 - Oct 2014 1
Northern Trust Chicago, IL Aug 2012 - Sep 2013 1
Northern Trust Chicago, IL Aug 2011 - Aug 2012 1
Northern Trust Chicago, IL Aug 2010 - Aug 2011 1
Private Family Westerville, OH May 2010 - Aug 2010 < 1
Miami University - Management And Information Systems Department Oxford, OH Aug 2008 - May 2010 1
Miami University Oxford, OH Aug 2006 - May 2010 3
Northern Trust Chicago, IL Jun 2009 - Aug 2009 < 1
Miami University Admissions Department Oxford, OH Mar 2008 - May 2009 1
Extended Travel Florence, Jun 2008 - Aug 2008 < 1
J Crew Columbus, OH Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Abby L. Robertson
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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