AA

Adam Shain Aldrich

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$1,500

Huntington Financial Advisors offers various wrap fee programs with fees based on a percentage of your assets under management. The specific percentage varies depending on the program you choose (PWC, RPM, GPS Premier, GPS Total, GPS Select, GPS Foundations, GPS Wrap Strategists) and the amount of assets in your account. Each program has its own fee schedule. Some programs also have additional manager fees. Minimum investment amounts vary by program, ranging from $10,000 to $1,000,000.

Areas of Practice
Investment Management
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Advisor Information

Office location

1055 Lpl Way, Fort Mill, SC, 29715

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Regulatory 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.

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Employment History
Current Registrations
Huntington Financial Advisors
October 2025 - Present · 3 mos
The Huntington Investment Company Broker
October 2025 - Present · 3 mos
Previous Registrations
LPL Financial LLC
March 2015 - September 2025 · 10 yrs 6 mos
LPL Financial LLC Broker
March 2015 - September 2025 · 10 yrs 6 mos
Raymond James & Associates, INC. Broker
March 2013 - March 2015 · 2 yrs
Raymond James & Associates, INC.
March 2013 - March 2015 · 2 yrs
VALIC Financial Advisors, INC.
June 2012 - March 2013 · 9 mos
VALIC Financial Advisors, INC. Broker
June 2012 - March 2013 · 9 mos
Morgan Stanley Smith Barney Broker
September 2009 - July 2012 · 2 yrs 10 mos
Morgan Stanley Smith Barney LLC
September 2009 - July 2012 · 2 yrs 10 mos
Wells Fargo Investments, LLC
March 2009 - September 2009 · 6 mos
Wells Fargo Investments, LLCBroker
March 2009 - September 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2007 - December 2008 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 2007 - December 2008 · 1 yr 10 mos
UBS Financial Services INC.
November 2006 - January 2007 · 2 mos
UBS Financial Services INC. Broker
July 2006 - January 2007 · 6 mos
Gunnallen Financial, INCBroker
February 2005 - July 2006 · 1 yr 5 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.