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Advisors / Ohio / Dayton
3yrs

Stephen Eldridge

Financial advisor at Fifth Third Securities

Stephen Eldridge is a fiduciary financial advisor in Dayton, Ohio, with 3 years in the industry. Stephen joined Fifth Third Securities in 2024, 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 245 advisors with offices in Dayton, and one of 195 fiduciaries.

Dayton, OH 45429Fiduciary advisor

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4120 Far Hills Avenue, Dayton, OH 45429
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now

Questions to ask Stephen

Tailored to Stephen’s registration and firm.

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

How do I contact Stephen?

Call Fifth Third Securities at (888) 889-1025 and ask for Stephen Eldridge. Stephen works from the Dayton, OH office.

How long has Stephen been a financial advisor?

Stephen has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Stephen hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Stephen a fiduciary?

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

How is Stephen paid?

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