Columbus, OH Tremont Center Banking Office 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

Tremont Center Banking Office, 2110 Tremont Center

Columbus OH 43221

Advisors at this office

5

Advisors at this office

user avatar

Stephen G

CFP®, Series 66

Columbus, OH

The huntington Investment company

Stephen Garrett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company in Columbus, OH. He has worked at The Huntington Investment Company since 2014 and was previously with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations and corporations, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and affiliate offerings, with advisory arrangements primarily based on percentage-of-assets wrap fees.

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

Anthony F

ChFC®, Series 63, Series 65

Columbus, OH

The huntington Investment company

Anthony Fidelibus is a financial advisor with The Huntington Investment Company in Columbus, Ohio. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with The Huntington Investment Company since 2009 and joined Ameriprise Financial Services, LLC in 2026. He serves on the board of advisors for 3bfellowship, a nonprofit organization. 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 through an open-architecture model that includes third-party sub-managers and proprietary Private Bank portfolios, with accounts managed discretely or via model providers.

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

Chase P

Series 63, Series 65

Columbus, OH

The huntington Investment company

Chase Parker is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked within various capacities at The Huntington Investment Company and Huntington National Bank since 2018, with a brief tenure at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and business entities. The firm offers a range of advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, employing an open-architecture model that integrates third-party and proprietary investment strategies.

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

Andrew K

Series 63, Series 66

Columbus, OH

The huntington Investment company

Andrew Kessinger is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at The Huntington Investment Company since 2009 and previously spent 10 years at Fleet Feet Sports. Outside of his advisory role, he coaches girls’ soccer at Upper Arlington High School. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate offerings on the Envestnet platform.

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

Joseph L

Series 63, Series 65

Columbus, OH

The huntington Investment company

Joseph Leonetti Jr. is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at The Huntington Investment Company since 1998 and briefly at Ameriprise from 2026 to 2027. Outside of his advisory role, Leonetti serves as Vice President of the Orange Baseball Boosters and Orange Baseball Association and coaches 8th grade baseball at Berkshire Middle School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm utilizes an open-architecture investment approach with multiple wrap-fee programs and combines third-party and proprietary model offerings.

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