Sorsby Financial
47yrs
Top advisor by experience in Bonita Springs
31yrs
Robert Traina
Financial advisor at Fifth Third Securities
Robert Traina has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Bonita Springs, Florida. After eight years at Cuna Brokerage Services and three years at Wells Fargo Advisors, Robert joined Fifth Third Securities in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. Fifth Third Securities reports being paid through a percentage of assets.
One of 161 advisors with offices in Bonita Springs, and one of 144 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 7% by experience at Fifth Third Securities
Office8800 West Terry Street, Bonita Springs, FL 34135
How the firm is paid ?Percent of assets
Typical client at the firm ?$230,450
Advisors at the firm1,009
States licensed ?1 state
Services through Fifth Third Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowFifth Third Securities, Inc.Current firm
- 2013 – 2021Cuna Brokerage Services, Inc.Previously
- 2010 – 2013Wells Fargo Clearing Services, LLCPreviously
- 2007 – 2010Hsbc Securities (usa) Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Fifth Third Securities at 888-889-1025 and ask for Robert Traina. Robert works from the Bonita Springs, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1995, about 31 years. Top 7% by experience at Fifth Third Securities.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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