Adam G. Wittan
Professional summary
Adam Garrick Wittan is a registered financial advisor currently at FIFTH THIRD WEALTH ADVISORS LLC located in Atlanta, Georgia.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Adam has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adam Garrick Wittan's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2026 - Present
FIFTH THIRD WEALTH ADVISORS LLC
Office #1: 3333 Piedmont Road Ne Suite 1500, Atlanta, GA 30305August 20, 2004 - April 17, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 12, 2004 - April 17, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 14, 1999 - February 6, 2003
A. G. EDWARDS & SONS, INC.
Primary Firm SEC Registration
FIFTH THIRD WEALTH ADVISORS LLC
CRD#: 313015 / SEC#: 801-122096
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2026)
(1/2/2026)
Exams
Current Firm
FIFTH THIRD WEALTH ADVISORS LLC
CRD#: 313015 / SEC#: 801-122096
Contact information
SEC notice filing (51 States and Territories)
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 | ||
| 01/24/2025 | ||
| 10/27/2023 | ||
| 03/29/2023 |
Red Flags
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