Cynthia R. Stroik
Professional summary
Cynthia Rose Stroik, who also goes by Cynthia Rose Bonna, is a registered financial advisor currently at FIFTH THIRD WEALTH ADVISORS LLC located in Bloomfield, New Jersey and FRANKLIN STREET ADVISORS INC. located in Bloomfield, New Jersey.
Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Cynthia has worked at 7 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia Rose Stroik's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2022 - Present
FIFTH THIRD WEALTH ADVISORS LLC
May 17, 2023 - Present
FRANKLIN STREET ADVISORS INC.
October 4, 2021 - March 8, 2024
MAINSTREET ADVISORS
October 1, 2021 - August 2, 2022
THE RETIREMENT CORPORATION OF AMERICA
August 29, 2019 - September 13, 2021
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
March 17, 2011 - July 31, 2019
WBI INVESTMENTS, LLC
March 17, 2011 - July 31, 2019
HARTSHORNE GROUP, 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
(5/17/2023)
(1/10/2024)
(3/31/2022)
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
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.
