Eric B. Housman

FIFTH THIRD WEALTH ADVISORS LLC

Charlotte, NC 28202

Some features on this profile are disabled

CRD#: 2328040

Professional summary

Eric Benjamin Housman, CFP®, who also goes by Eric Benjamin Houseman, is a registered financial advisor currently at FIFTH THIRD WEALTH ADVISORS LLC located in Charlotte, North Carolina.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Eric has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Benjamin Houseman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Rental Property - North Myrtle Beach, SC - Owner/Landlord - 6 hrs/mo (0 during mkt hrs) - Not investment related - Will not interfere with duties at firm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Benjamin Housman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

August 20, 2021 - Present

FIFTH THIRD WEALTH ADVISORS LLC

Office #1: 201 North Tryon Street, Charlotte, NC 28202

RIA

CRD#: 313015

Charlotte, NC

Past

April 21, 2021 - May 17, 2021

FIFTH THIRD WEALTH ADVISORS LLC

RIA

CRD#: 313015

Charlotte, NC

Past

September 28, 2010 - February 4, 2021

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

CHARLOTTE, NC

Past

September 28, 2010 - February 4, 2021

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CHARLOTTE, NC

Past

January 27, 2009 - April 29, 2010

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

CHARLOTTE, NC

Past

January 26, 2009 - April 29, 2010

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

CHARLOTTE, NC

Past

June 14, 2002 - December 31, 2008

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

CHARLOTTE, NC

Past

June 28, 2000 - December 31, 2008

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

CHARLOTTE, NC

Past

April 6, 1993 - September 1, 1995

BOWLES HOLLOWELL CONNER & CO.

CRD#: 17511

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIFTH THIRD WEALTH ADVISORS LLC

CRD#: 313015 / SEC#: 801-122096

RIA

Registered Investment Advisory firm - (8/17/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/1/2022)

IAR

North Carolina
(8/20/2021)

IAR

Ohio
(8/22/2021)

IAR

Texas
(1/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/24/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/5/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/6/2004

General Securities Principal Examination

Current Firm

FIFTH THIRD WEALTH ADVISORS LLC

CRD#: 313015 / SEC#: 801-122096

RIA

Registered Investment Advisory firm - (8/17/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

38 Fountain Square Plaza, Cincinnati, OH 45263

Mailing Address

Phone number

(513) 534-7452

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FTWA ADV PART 2 A BROCHURE SEPTEMBER 2025 (9/29/2025)

Regulatory assets under management

Total Number of Accounts	1,333
AUM (Assets Under Management)	$ 6,079,418,273

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
01/24/2025	Cover Page	Report
10/27/2023	Cover Page	Report
03/29/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

Jon Hoyle

INNOVATION PARTNERS LLC

Charlotte, NC

Andrew Digirolamo

PFS INVESTMENTS INC.

Charlotte, NC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric B. Housman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Benjamin Housman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIFTH THIRD WEALTH ADVISORS LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BOWLES HOLLOWELL CONNER & CO.

Primary Firm SEC Registration

FIFTH THIRD WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/24/2000

SIE

Date: 10/1/2018

Series 7

Date: 6/27/2000

Series 6

Date: 4/5/1993

Series 24

Date: 4/6/2004

Current Firm

FIFTH THIRD WEALTH ADVISORS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIFTH THIRD WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors