AB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
858 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B
Fee Structure
Minimum Investment:$100K
Fees for the Passageway Managed Account Program are based on a percentage of assets under management. The specific fee schedule is detailed on pages 46-49. The minimum account size for the Passageway One Program is $100,000, but individual Portfolio Managers may have higher minimums.
Areas of Practice
Investment Management
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Advisor Information
Office location
28300 Chagrin Boulevard, Woodmere, OH, 44122
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adriana owns rental property in Bratenahl, OH, and dedicates minimal time to it. This activity is not securities related and will not interfere with her duties at the firm.
Employment History
Current Registrations
Fifth Third Securities, INC.
July 2022 - Present · 3 yrs 6 mos
Fifth Third Securities, INC. Broker
July 2022 - Present · 3 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2021 - June 2022 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2021 - June 2022 · 1 yr
Raymond James & Associates, INC. Broker
April 2018 - August 2019 · 1 yr 4 mos
Raymond James & Associates, INC.
April 2018 - August 2019 · 1 yr 4 mos
Mcdonald Partners LLC
April 2008 - April 2018 · 10 yrs
Mcdonald Partners LLC Broker
April 2008 - April 2018 · 10 yrs
Wells Fargo Funds Management, LLC
July 2007 - October 2007 · 3 mos
Wells Fargo Funds Distributor, LLCBroker
March 2007 - October 2007 · 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2004 - August 2006 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 2004 - August 2006 · 2 yrs 6 mos
Ferris, Baker Watts IncorporatedBroker
April 2001 - February 2004 · 2 yrs 10 mos
Ladenburg, Thalmann & Co., INC.Broker
February 1998 - May 2001 · 3 yrs 3 mos
John Hancock Distributors, INC.Broker
February 1997 - September 1997 · 7 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1997 - May 1997 · 3 mos
Painewebber Incorporated Broker
July 1996 - August 1996 · 1 mo
State Registrations5 states
COFLKYMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.