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

Tuttle Crossing, 5930 Britton Parkway, Dublin, OH, 43016

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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
January 2025 - Present · 1 yr
The Huntington Investment Company Broker
January 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2023 - December 2024 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2023 - December 2024 · 1 yr 7 mos
J.P. Morgan Securities LLC Broker
October 2018 - May 2023 · 4 yrs 7 mos
J.P. Morgan Securities LLC
October 2018 - May 2023 · 4 yrs 7 mos
PNC Investments Broker
March 2016 - September 2018 · 2 yrs 6 mos
PNC Investments
March 2016 - September 2018 · 2 yrs 6 mos
U.S. Bancorp Investments, INC. Broker
January 2015 - March 2016 · 1 yr 2 mos
U.S. Bancorp Investments, INC.
January 2015 - March 2016 · 1 yr 2 mos
PNC Investments
November 2012 - January 2015 · 2 yrs 2 mos
PNC Investments Broker
November 2012 - January 2015 · 2 yrs 2 mos
J.P. Morgan Securities LLC Broker
October 2012 - October 2012 · 0 mos
J.P. Morgan Securities LLC
October 2012 - October 2012 · 0 mos
Chase Investment Services CORP.
March 2012 - October 2012 · 7 mos
Chase Investment Services CORP.Broker
November 2006 - October 2012 · 5 yrs 11 mos
State Registrations3 states
NYOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.