Keith G. Watson

FIFTH THIRD WEALTH ADVISORS LLC

Atlanta, GA 30326

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CRD#: 4184001

Professional summary

Keith Gregary Watson, who also goes by Keith G Watson, is a registered financial advisor currently at FIFTH THIRD WEALTH ADVISORS LLC located in Atlanta, Georgia.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Keith has worked at 7 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keith G Watson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Gregary Watson'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®

None

Experience

Current

September 24, 2021 - Present

FIFTH THIRD WEALTH ADVISORS LLC

Office #1: 3344 Peachtree Rd Ne, Atlanta, GA 30326

RIA

CRD#: 313015

Atlanta, GA

Past

October 9, 2015 - July 21, 2021

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

ATLANTA, GA

Past

October 6, 2015 - July 21, 2021

FIFTH THIRD SECURITIES, INC.

CRD#: 628

ATLANTA, GA

Past

May 20, 2014 - September 17, 2015

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

October 14, 2005 - April 10, 2014

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

October 7, 2005 - April 10, 2014

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

May 11, 2004 - September 15, 2005

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ATLANTA, GA

Past

May 11, 2004 - September 15, 2005

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

June 26, 2000 - May 3, 2004

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 26, 2000 - May 3, 2004

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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

Georgia
(9/24/2021)

IAR

Ohio
(1/4/2024)

IAR

Texas
(1/4/2024)

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: 7/10/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/22/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/22/2024

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)

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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.

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Advisor Monitoring

Firm Stability Insights

Keith G. Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Gregary Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

TRUIST SECURITIES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FIFTH THIRD WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/10/2000

Series 7TO

Date: 3/22/2024

SIE

Date: 10/1/2018

Series 7

Date: 6/21/2000

Series 24

Date: 3/22/2024

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

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