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Eric John Tata

THE Huntington Investment Co.

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About Eric John Tata

Eric Tata is a registered representative with The Huntington Investment Co. Eric has been in the industry since May 16, 2015. Eric has experience working with individuals, corporations and charitable organizations. Eric has been registered in 53 states and holds a Series 6, Series 7 and Series 66 license. Eric has been with The Huntington Investment Co. since September 2020 and has previously worked with Citizens Securities, Inc., and Edward Jones.

Firm Information

Eric Tata 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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Eric Tata’s Registration & Firm History

OH

05/02/2023 - Present

THE Huntington Investment Co. (Columbus OH)

OH

08/20/2019 - 09/04/2020

CITIZENS SECURITIES, INC. (MEDINA OH)

OH

03/14/2017 - 08/21/2019

EDWARD JONES (MEDINA OH)

NY

05/28/1997 - 04/06/1999

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 03/30/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2017

Series 7 - General Securities Representative Examination

BC

Issued 05/23/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric John Tata.
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