Huntington Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
291
Avg account
$0

Firm details

Headquarters
Columbus, Ohio
CRD number
2261
Registered since
April 5, 1957

Firm profile

FINTRX

Overview

Huntington Securities, Inc. is a corporation operating as an investment bank with domestic ownership that lists both entity and individual owners. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Its profile flags it as neither a multi-state adviser nor a pension consultant, and there are no entries indicating related-adviser status or that it is newly formed. The combination of its corporate structure and the composition of its public holdings suggests the firm functions primarily in institutional markets rather than as a traditional retail RIA. Several standard advisory data fields (client base, fee structure, advisory activities) are not provided in the source material.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Ryan Dunlap

    Ryan Dunlap

    Financial Advisor & CEOCRD 5075029

  • John Szwagulak

    John Szwagulak

    SVP, Chief Compliance OfficerCRD 4033023

  • Mark Robert Borrelli

    Chief CounselCRD 6803711

Contacts

3 of 288
  • Amanda Burbank

    Amanda Burbank

    Managing DirectorCRD 5794727

  • Jeffrey Bertoni

    Fixed Income SalesCRD 5166895

  • Alexa Dean

    Alexa Dean

    Product OwnerCRD 5344627

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 957

Active vs passive

$6.2B in ETFs

Passive

88%

$5.5B

Active

9%

$721M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$529M7,426,2288.51%

Location

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth