Huntington Securities, Inc.

Broker-DealerFINRA MemberEst. 1957
Total AUM
—
Advisory reps
285
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Huntington Securities, Inc. is organized as a corporation and is classified as an investment bank. The firm has been SEC-registered since 1957 and is owned by domestic/individual interests. Huntington Securities does not present itself as a capital allocator and is not registered or operating as a multi-state investment adviser. The firm is not identified as an active ESG investor, and there are no listed pension consulting or related-adviser activities in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 282
  • Amanda Burbank

    Amanda Burbank

    Managing DirectorCRD 5794727

  • Jeffrey Bertoni

    Fixed Income SalesCRD 5166895

  • Alexa Dean

    Alexa Dean

    Product OwnerCRD 5344627

Unlock 279 more contacts →

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth