Ryan P. Bierds

FIFTH THIRD WEALTH ADVISORS LLC

Dallas, TX

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CRD#: 4819973

Professional summary

Ryan Philip Bierds, CFA, who also goes by Ryan Bierds, is a registered financial advisor currently at FIFTH THIRD WEALTH ADVISORS LLC located in Dallas, Texas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ryan has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Bierds

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.

As of 2022, Mr. Bierds is a partner at Bierds Publishing LLC based in Dallas, TX. He devotes 0 hours during securities trading hours and 0 hours a month to this business and does not have any duties related to this business. Mr. Bierds is also a partner at Bierds Property Management LLC based in Dallas, TX. He devotes 0 hours during securities trading hours and 0 hours a month to this business. His duties consist of collecting rental income, occasionally speaking with the local property manager hired to manage the property, preparing and filing taxes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Philip Bierds'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®

CRD#: 7691

NEW YORK, NY

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

Ohio
(5/9/2024)

IAR

Texas
(4/25/2024)

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

IAR

Series 66

Date: 9/14/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/17/2004

General Securities Representative 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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Ryan P. Bierds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Philip Bierds's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIFTH THIRD WEALTH ADVISORS LLC

TRUIST ADVISORY SERVICES, INC.

BB&T ASSET MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FIFTH THIRD WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/14/2004

Series 7

Date: 8/17/2004

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

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