Columbus, OH S. High St. logo

Columbus, OH S. High St. Office

Team
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Huntington Financial Advisors logo

Huntington Financial Advisors

Enterprise

Firm-wide stats for Huntington Financial Advisors

Total advisors

427

Across 311 offices

Clients per advisor

99 High

Avg AUM per client

$184,627 Very Low

HNW client ratio

2% Very Low

About

The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals (including high‑net‑worth clients), charitable organizations, corporations and other business entities with advisory and brokerage services. It sponsors multiple wrap‑fee programs on the Envestnet MAS platform—including SMA, UMA, RPM, PWC, Premier, Select and Foundations strategies—and is also a registered broker‑dealer and licensed insurance agency.

Huntington’s programs use an open‑architecture model that combines third‑party Sub‑Managers and Wrap Strategists with affiliate model offerings from its Private Bank (Huntington Dynamic Portfolios); accounts may be managed discretely by advisors (RPM), by model providers, or through Envestnet overlay services (tax and impact overlays), with periodic rebalancing and custodial services provided via National Financial Services. Advisory arrangements are predominantly percentage‑of‑assets wrap fees that cover portfolio management, trade execution and manager fees, and Huntington discloses how advisor compensation and program fee structures can vary by program.

Distinctive features in the brochure include an explicit affiliation with an institutional broker‑dealer and municipal advisor (Huntington Securities) and the prominent use of proprietary Private Bank models for which the Private Bank receives specified payments (for example, 0.15% for Huntington Dynamic Portfolios and stated 0.25% manager payments for certain SMA sleeves), a structural conflict the firm documents and supervises. The disclosure also shows limited focus on pension/profit‑sharing plan business and that financial planning is referenced as provided in the broker‑dealer capacity rather than as a standalone advisory program; the firm notes a temporary dual registration with Ameriprise to support an administrative account conversion.

Based on Huntington Financial Advisors

Expertise

ESG / Sustainable investing Active portfolio management Tax-loss harvesting

Based on Huntington Financial Advisors

Location

41 S. High St., 4th Floor Hc0429

Columbus OH 43215

Advisors at this office

10

Advisors at this office

user avatar

Danny M

Series 66

Columbus, OH

The huntington Investment company

Danny Mizer Jr. is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds a Series 66 designation and has worked at Huntington National Bank and The Huntington Investment Company since 2010. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Joseph M

Series 66

Columbus, OH

The huntington Investment company

Joseph Miller is a Series 66-credentialed financial advisor at The Huntington Investment Company in Columbus, OH, with 29 years of industry experience. He worked for U.S. Bancorp Investments, Inc. for 20 years before joining Huntington in 2025. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate Private Bank offerings, managing accounts through various wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Jane L

Series 66

Columbus, OH

The huntington Investment company

Jane Lisitsyn is a financial advisor at The Huntington Investment Company in Columbus, OH, with 11 years of industry experience. She holds a Series 66 designation and previously worked at Robert Baird & Co. before joining Huntington. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Derek S

Series 66

Columbus, OH

The huntington Investment company

Derek Smith is a financial advisor at The Huntington Investment Company in Columbus, OH, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Huntington since 2012. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary private bank models across multiple wrap-fee programs.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Venetia A

Series 63, Series 65

Columbus, OH

The huntington Investment company

Venetia Abulaban is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and having 40 years of industry experience. She has been with The Huntington Investment Company since 1994. While she does not have direct business activities outside of advising, her spouse owns and operates several fast food franchises and rental property ventures. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank portfolios.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Hatem B

Series 63, Series 66

Columbus, OH

The huntington Investment company

Hatem Benjamin is a financial advisor with The Huntington Investment Company in Columbus, OH. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including prior work at PNC Investments. Outside of his advisory role, he has rental income from property in Bloomfield Hills, Michigan. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment model combining third-party sub-managers with proprietary offerings from its Private Bank.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Damon S

Series 63, Series 66

Columbus, OH

The huntington Investment company

Damon Strickland is a financial advisor at The Huntington Investment Company with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Northwestern Mutual, Mercap Securities, and Ash Brokerage. He is based in Columbus, Ohio. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and businesses through advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party managers with proprietary Private Bank strategies and offers multiple wrap-fee programs via the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Egidio D

Series 63, Series 65

Columbus, OH

The huntington Investment company

Egidio Difazio is a financial advisor at The Huntington Investment Company with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Huntington since 2004. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs and an open-architecture investment model.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

James A

Series 63, Series 65

Columbus, OH

The huntington Investment company

James Anderson is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at PNC Investments and Extended Travel. He serves as a board member and secretary of his condo association in Dublin, Ohio. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Kalpesh S

Series 66

Columbus, OH

The huntington Investment company

Kalpesh Shah is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds a Series 66 designation and previously worked for PNC Investments, LLC for ten years. Outside of his advisory role, he serves as president and board member of the Jain Society of Greater Cleveland, a religious organization, a position he has held since 2009. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary private bank models, providing a range of portfolio management and execution services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
View complete list of advisors at this office
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