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Casey Lynn Daly

THE Huntington Investment Co.

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About Casey Lynn Daly

Casey Daly is a financial advisor at The Huntington Investment Co. Casey has over 17 years of experience in the financial services industry. Casey has held registrations with State Farm VP Management Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining The Huntington Investment Co. Casey is a Series 66, Series 7, Series 14, Series 24 and SIE licensed representative. Casey also holds a Series 99TO license. Casey specializes in providing financial services to corporations, individuals, charitable organizations, and high net worth individuals.

Firm Information

Casey Daly 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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Casey Daly’s Registration & Firm History

OH

07/20/2011 - Present

THE Huntington Investment Co. (COLUMBUS OH)

IL

01/18/2008 - 07/15/2011

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

IL

10/09/2006 - 09/12/2007

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

KY

10/04/2005 - 08/15/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 06/16/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 09/16/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Casey Lynn Daly.
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