Ameriprise Financial Services
40yrs
Top advisor by experience in Chardon
2yrs
Derek Sullivan
Financial advisor at Fifth Third Securities
Based in Chardon, Ohio, Derek Sullivan is a fiduciary financial advisor with 2 years of industry experience. Derek has been with Fifth Third Securities since 2025. Fifth Third Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 21 advisors with offices in Chardon, and one of 17 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office349 Center Street, Chardon, OH 44024
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
- Feb 2025 – nowFifth Third Securities, Inc.Current firm
Contact Derek
349 Center StreetChardon, OH 44024Office · Get directions Firm main line(888) 889-1025Headquarters: Fifth Third Securities · Cincinnati, OH LinkedIn pageFifth Third Securities
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Questions to ask Derek
Tailored to Derek’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Derek
How do I contact Derek?
Call Fifth Third Securities at (888) 889-1025 and ask for Derek Sullivan. Derek works from the Chardon, OH office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Derek hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Derek 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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