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Codi Lee Pizer

THE Huntington Investment Co.

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About Codi Lee Pizer

Codi Lee Pizer is a financial advisor registered with The Huntington Investment Co. Codi has over 10 years of experience in the financial services industry. Codi is also registered in Ohio as an Investment Advisor Representative, and holds Series 6, 7, 63, and 65 licenses, and the SIE exam. Codi has experience providing financial advice to individuals, corporations and charitable organizations.

Firm Information

Codi Pizer 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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Codi Pizer’s Registration & Firm History

OH

05/28/2019 - Present

THE Huntington Investment Co. (AKRON OH)

OH

05/18/2012 - 10/31/2012

KEY INVESTMENT SERVICES LLC (MEDINA OH)

OH

11/13/2009 - 04/05/2012

PNC INVESTMENTS (AKRON OH)

OH

03/03/2009 - 11/13/2009

NATCITY INVESTMENTS, INC. (AKRON OH)

OH

10/06/2008 - 01/20/2009

HORNOR, TOWNSEND & KENT, INC. (AKRON OH)

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Licenses & Designations

IA

Issued 05/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/26/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Codi Lee Pizer.
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