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Ahmet Kildis

22 Years of Experience
4 DisclosuresBroker

Ahmet Kildis is a registered investment advisor at Fifth Third Securities, INC., based in Wesley Chapel, FL, with 22 years of industry experience. Ahmet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2022 Bruce B. Downs Boulevard, Wesley Chapel, FL, 33544

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2020
Award / Judgment
Employment Separation After Allegations
March 2018
Customer Dispute
August 2012
Denied
Customer Dispute
May 2010
Denied
Employment History
Current Registrations
Fifth Third Securities, INC.
July 2018 - Present · 7 yrs 9 mos
Fifth Third Securities, INC.Broker
May 2018 - Present · 7 yrs 11 mos
Previous Registrations
Suntrust Advisory Services, INC.
August 2016 - April 2018 · 1 yr 8 mos
Suntrust Investment Services, INC.
October 2011 - December 2016 · 5 yrs 2 mos
Suntrust Investment Services, INC.Broker
September 2011 - April 2018 · 6 yrs 7 mos
Fifth Third Securities, INC.
April 2008 - September 2011 · 3 yrs 5 mos
Fifth Third Securities, INC.Broker
May 2006 - September 2011 · 5 yrs 4 mos
Colonial Brokerage, INC.Broker
June 2003 - January 2005 · 1 yr 7 mos
Amsouth Investment Services, INC.Broker
January 2003 - March 2003 · 2 mos
Napex Financial CORP.Broker
July 1992 - February 1993 · 7 mos
Chatfield Dean & CO., INC.Broker
November 1991 - February 1992 · 3 mos
State Registrations11 states
CAFLGAINMINCNYOHPATXWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.