Susan B. Kubar
Professional summary
Susan B Kubar, who also goes by Susan Beth Kubar, Susan Kubar, is a registered financial advisor currently at FIFTH THIRD WEALTH ADVISORS LLC located in Tampa, Florida.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Susan has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan B Kubar's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 14, 2024 - Present
FIFTH THIRD WEALTH ADVISORS LLC
Office #1: 4010 West Boy Scout Blvd, Tampa, FL 33607September 25, 2007 - May 14, 2012
GFO ADVISORY SERVICES, LLC
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
(3/4/2024)
(4/30/2024)
(2/14/2024)
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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