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Advisors / Illinois / Chicago
7yrs

Frank Bugaris

Financial advisor at Fifth Third Securities

Frank Bugaris is a fiduciary financial advisor in Chicago, Illinois, with 7 years in the industry. Frank joined Fifth Third Securities in 2026, after a year at LPL Financial and three years at Huntington Financial Advisors. Fifth Third Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.

One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.

Chicago, IL 60630Fiduciary advisor

At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
Office4017 W. Lawrence Ave, Chicago, IL 60630
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

  1. Mar 2026 – now
  2. Jun 2025 – Mar 2026
  3. 2022 – 2025
  4. 2019 – 2022
    Edward JonesPreviously

Questions to ask Frank

Tailored to Frank’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Frank

How do I contact Frank?

Call Fifth Third Securities at 888-889-1025 and ask for Frank Bugaris. Frank works from the Chicago, IL office.

How long has Frank been a financial advisor?

Frank has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Frank hold?

Series 66. Tap any license on this page to see what it allows.

Is Frank a fiduciary?

Frank is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Frank paid?

Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Frank 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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