Huntington Securities, Inc.

Broker-DealerFINRA MemberEst. 1957

Total AUM

—

Advisory reps

287

Avg account

$0

Firm details

Headquarters: Columbus, Ohio
CRD number: 2261
Registered since: April 5, 1957
Website: www.huntington.com

Firm profile

FINTRX

Overview

Huntington Securities, Inc. is a corporation registered with the SEC since 1957 and classified in the source data as an investment bank. The firm is listed as a domestic entity with individual ownership ties. The extract indicates Huntington Securities does not identify itself as a capital allocator, is not a multi-state registered adviser, and is not flagged as an active ESG investor or a pension consultant. The available details emphasize broker-dealer / investment banking activity rather than the profile of a fee-based registered investment adviser managing client AUM.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

Ryan Dunlap
Financial Advisor & CEOCRD 5075029
John Szwagulak
SVP, Chief Compliance OfficerCRD 4033023
Mark Robert Borrelli
Chief CounselCRD 6803711

Contacts

3 of 284

Amanda Burbank
Managing DirectorCRD 5794727
Jeffrey Bertoni
Fixed Income SalesCRD 5166895
Alexa Dean
Product OwnerCRD 5344627

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1,857

Active vs passive

$12.4B in ETFs

Passive

89%

$11B

Active

9%

$1.4B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)	Vanguard	Passive	Foreign Large Blend	$529M	7,426,228	4.26%

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Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area: Columbus-Marion-Zanesville, OH
Region: Midwest
County: Franklin
Address: 41 S High St
Time zone: ET (UTC-5)
Office locations

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