Cetera Investment Advisers
45yrs
Top advisor by experience in Dayton
9yrs
Matthew Morrison
Financial advisor at Fifth Third Securities
Matthew Morrison is a fiduciary financial advisor in Dayton, Ohio, with 9 years in the industry. Matthew joined Fifth Third Securities in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 245 advisors with offices in Dayton, and one of 195 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office39 West Whipp Rd, Dayton, OH 45459
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
- 2022 – nowFifth Third Securities, Inc.Current firm
Contact Matthew
(888) 889-1025Firm headquarters in Cincinnati, OH. Ask for Matthew. 39 West Whipp RdDayton, OH 45459Office · Get directions LinkedIn pageFifth Third Securities
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- 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
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About Matthew
How do I contact Matthew?
Call Fifth Third Securities at (888) 889-1025 and ask for Matthew Morrison. Matthew works from the Dayton, OH office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Matthew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Matthew 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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