Sean Grillot, financial advisor Englewood OH

Sean Grillot

CRD Number: 4921567
Current Firm: Fifth Third Securities, Inc.

Sean Grillot (CRD# 4921567) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Englewood, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Bank Englewood, OH Jan 2018 - Current 6
Fifth Third Securities Englewood, OH Jan 2018 - Current 6
Morgan Stanley Beavercreek, OH Jul 2017 - Dec 2017 < 1
Fifth Third Securities Dayton, OH Feb 2011 - Jul 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Sean E. Grillot
Phone Number: 888-889-1025
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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, WY

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