Keith Philippi, financial advisor Naples FL
93 score

Keith Philippi

CRD Number: 5385325
Current Firm: Fifth Third Securities, Inc.

Keith Philippi (CRD# 5385325) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Naples, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Naples, FL Mar 2010 - Current 6
Fifth Third Securities Naples, FL Mar 2010 - Current 6
Wachovia Securities, LLC Fort Myers, FL Jul 2007 - Mar 2010 2
Wachovia Bank, N.a. Fort Myers, FL Jul 2007 - Mar 2010 2
Unemployed Naples, FL Jun 2007 - Jul 2007 < 1
Ironstone Bank Naples, FL Feb 2004 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Keith W. Philippi
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • FL
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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