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Brian Keith Steele

THE Huntington Investment Co.

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About Brian Keith Steele

Brian Steele is an active investment advisor representative with over 20 years of experience. Brian is registered with The Huntington Investment Co. in Pickerington, Ohio and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fifth Third Securities, Inc. Brian is licensed to provide investment advice in 14 states. Brian specializes in providing investment advice to individuals, corporations, and charitable organizations.

Firm Information

Brian Steele 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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Brian Steele’s Registration & Firm History

OH

12/05/2008 - Present

THE Huntington Investment Co. (PICKERINGTON OH)

OH

04/27/2007 - 12/02/2008

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

OH

05/18/2001 - 05/04/2007

FIFTH THIRD SECURITIES, INC. (WESTERVILLE OH)

OH

01/27/1998 - 05/15/2001

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 12/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Keith Steele.
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