Nathan E. Weidner

FIFTH THIRD WEALTH ADVISORS LLC

Cincinnati, OH 45263

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CRD#: 6032868

Professional summary

Nathan Eric Weidner, who also goes by Nate Eric Weidner, is a registered financial advisor currently at FIFTH THIRD WEALTH ADVISORS LLC located in Cincinnati, Ohio.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Nathan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nate Eric Weidner

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 Nathan Eric Weidner'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

December 26, 2023 - Present

FIFTH THIRD WEALTH ADVISORS LLC

Office #1: 38 Fountain Square Plaza, Cincinnati, OH 45263

RIA

CRD#: 313015

Cincinnati, OH

Past

February 18, 2015 - August 20, 2021

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

May 7, 2012 - September 24, 2014

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

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
(12/26/2023)

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

IAR

Series 65

Date: 11/28/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/18/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/30/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/4/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/30/2024

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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Nathan E. Weidner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Eric Weidner's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIFTH THIRD SECURITIES, INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

FIFTH THIRD WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/28/2023

Series 63

Date: 5/18/2012

Series 7TO

Date: 3/30/2024

SIE

Date: 10/1/2018

Series 7

Date: 5/4/2012

Series 24

Date: 3/30/2024

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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