Merrill
47yrs
Top advisor by experience in Cincinnati
10yrs
Gregory Pendleton
Financial advisor at Fifth Third Securities
Based in Cincinnati, Ohio, Gregory Pendleton is a fiduciary financial advisor with 10 years of industry experience. Gregory joined Fifth Third Securities in 2023, after a year at LPL Financial and five years at Cuna Brokerage Services. Fifth Third Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
OfficeCincinnati, OH
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowFifth Third Securities, Inc.Current firm
- May 2022 – Jan 2023LPL Financial LLCPreviously
- 2017 – 2022Cuna Brokerage Services, Inc.Previously
Contact Gregory
(888) 889-1025Fifth Third Securities main office Cincinnati, OHOffice · Get directions LinkedIn pageFifth Third SecuritiesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gregory
Tailored to Gregory’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gregory
How do I contact Gregory?
Call Fifth Third Securities at (888) 889-1025 and ask for Gregory Pendleton. Gregory works from the Cincinnati, OH office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Gregory hold?
Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Gregory 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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