Eric Housman has been President/Managing Member of Fifth Third Wealth Advisors since December 2020, is a control person of the firm and directly owns under 5% of it.
Fifth Third Wealth Advisors LLC is a Cincinnati, OH firm with $7.8B under management, 1,498 clients and 58 advisers across 13 offices, as of its July 2026 filing.
Eric Housman’s longest registration was 10 years at Fifth Third Securities, Inc. (2010–2021). Before joining Fifth Third Wealth Advisors in 2021, Eric Housman was registered through Fifth Third Securities, Inc. and BB&T Investment Services, Inc.
- – present · 5 yearsCharlotte, NC · Adviser representative · Firm CRD 313015
- – · under a yearCharlotte, NC · Adviser representative · Firm CRD 313015
- Fifth Third Securities, Inc.– · 10 yearsCharlotte, NC · Adviser representative · Firm CRD 628
- BB&T Investment Services, Inc.– · 7 yearsCharlotte, NC · Adviser representative · Firm CRD 33856
Investment adviser representative registrations
Eric Housman is registered as an investment adviser representative in 2 states. The first approvals date from August 2021; the most recent is Texas, in January 2024.
- North CarolinaSince 20 August 2021
- TexasSince 3 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 6 April 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 October 2000 |
| Series 7 | General Securities Representative Examination | 27 June 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 April 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Eric Benjamin Housman
- CRD
- 2328040
- Firm
- Fifth Third Wealth Advisors · CRD 313015
- Role
- President/Managing Member
- Office
- 101 North Tryon Street, Charlotte, NC 28202
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Housman work?
Eric Housman has been President/Managing Member of Fifth Third Wealth Advisors LLC since December 2020, and is a control person of the firm.
Is Eric Housman a financial advisor?
Yes. Eric Housman has a current investment-adviser registration in North Carolina and Texas, through Fifth Third Wealth Advisors since August 2021.
How many years of experience does Eric Housman have?
Eric Housman has 27 years in the financial industry, since January 1999, across 3 adviser firms.
What exams has Eric Housman passed?
Eric Housman has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 24. The earliest, the Series 6, was passed in April 1993. FINRA credited Eric Housman with the SIE, which began in October 2018.
Where did Eric Housman work before Fifth Third Wealth Advisors?
Before Fifth Third Wealth Advisors, Eric Housman was registered through Fifth Third Securities, Inc., September 2010 to February 2021; BB&T Investment Services, Inc., June 2002 to April 2010.
Where is Eric Housman based?
Eric Housman’s registered office is in Charlotte, NC.
Is Eric Housman registered with FINRA?
No. Eric Housman has no current broker registration.
How can I verify Eric Housman’s record?
Search CRD 2328040 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Housman’s full registration record.
- Darren EarnhardtChief Operating Officer
- Suzanne TaylorChief Compliance Officer
- Robert BanksManaging Member
- David BriggsManaging Member
- Lori FrischerManaging Member
- David OlsonManaging Director, Practice Management
- Christopher OsmondChief Investment Officer
- Mary ReillyManaging Member
- Jonathan ReynoldsManaging Member
- Keith WatsonManaging Director of Administration and Operations