Osaic Wealth
33yrs
Top advisor by experience in Newport
New
Patrick Dalton
Financial advisor at Fifth Third Securities
Patrick Dalton is a fiduciary financial advisor in Newport, Kentucky, registered since Nov 2025. Patrick has been with Fifth Third Securities since 2026. Fifth Third Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 22 advisors with offices in Newport, and one of 18 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office110 Pavilion Parkway, Newport, KY 41071
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
- Mar 2026 – nowFifth Third Securities, Inc.Current firm
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Fifth Third Securities at 888-889-1025 and ask for Patrick Dalton. Patrick works from the Newport, KY office.
How long has Patrick been a financial advisor?
Patrick is new to the profession, registered since Nov 2025, and holds 2 licenses.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Patrick 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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