Stephen Krise, financial advisor Troutman NC
93 score

Stephen Krise

CRD Number: 1008696
Current Firm: Fifth Third Securities, Inc.

Stephen Krise (CRD# 1008696) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Troutman, NC and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Mooresville, NC Oct 2009 - Current 7
First Investors Corporation Charlotte, NC Aug 1981 - Oct 2009 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1981
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Stephen E. Krise
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • NC
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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