Invested Better
Unclaimed

Unclaimed

Unclaimed

David Paul Bazzoli

THE Huntington Investment Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Paul Bazzoli

David Bazzoli is a registered representative of The Huntington Investment Co. David has been working in the financial services industry since August 29, 2007. David is licensed to offer investment advice in Ohio. David has a combined 8 years of experience at Morgan Stanley Smith Barney LLC and The Huntington Investment Co. David has a total of 1 state and 9 product, principal exams, and a total of 1 state and 1 FINRA registrations. David is a registered representative of The Huntington Investment Co. in Columbus, Ohio.

Firm Information

David Bazzoli 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Bazzoli’s Registration & Firm History

OH

04/16/2018 - Present

THE Huntington Investment Co. (Columbus OH)

OH

01/06/2015 - 09/18/2017

MORGAN STANLEY (DUBLIN OH)

OH

10/01/2012 - 01/05/2015

J.P. MORGAN SECURITIES LLC (COLUMBUS OH)

OH

10/27/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MARYSVILLE OH)

OH

12/13/2007 - 07/20/2009

AXA ADVISORS, LLC (AKRON OH)

VA

08/02/2007 - 12/07/2007

AXA ADVISORS, LLC (FALLS CHURCH VA)

MD

09/18/2006 - 06/28/2007

H. BECK, INC. (ROCKVILLE MD)

Not sure if David Paul Bazzoli is right for you?

Licenses & Designations

BOTH

Issued 10/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/09/2015

Series 4 - Registered Options Principal Examination

BC

Issued 05/26/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/01/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2016

Series 3 - National Commodity Futures Examination

BC

Issued 09/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Paul Bazzoli.
Not sure if David Paul Bazzoli is right for you?