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Andrew Tracy

THE Huntington Investment Co.

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About Andrew Tracy

Andrew Tracy is a financial advisor with The Huntington Investment Co., a firm with a focus on helping individuals, corporations, and charitable organizations achieve their financial goals. Andrew has been in the industry since 2007 and holds the Series 7, Series 24, Series 31, and Series 66 securities licenses. Andrew has experience providing investment advisory services for individuals and businesses, and has a strong understanding of financial planning, portfolio management, and selection of other advisors.

Firm Information

Andrew Tracy is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Tracy’s Registration & Firm History

OH

09/12/2019 - Present

THE Huntington Investment Co. (DELAWARE OH)

OH

10/01/2012 - 09/10/2019

J.P. MORGAN SECURITIES LLC (COLUMBUS OH)

OH

07/26/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

OH

03/16/2010 - 07/09/2012

MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)

OH

09/10/2008 - 01/29/2010

U.S. BANCORP INVESTMENTS, INC. (COLUMBUS OH)

OH

01/15/2007 - 09/03/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOLEDO OH)

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Licenses & Designations

BOTH

Issued 03/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 01/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Tracy.
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