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John Felix Altieri

THE Huntington Investment Co.

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About John Felix Altieri

John Altieri is an Investment Advisor Representative at The Huntington Investment Co. in Delaware, Ohio. John has been in the financial services industry since January 22, 2015. John has passed the Series 6, 63, and 65 exams and the Securities Industry Essentials Examination (SIE). John's previous experience includes positions at Northwestern Mutual Investment Services, LLC, PURSHE KAPLAN STERLING INVESTMENTS, and Global View Capital Insurance, LTD. John specializes in providing investment advice and portfolio management services to individuals, corporations, and charitable organizations. John is also the commissioner/president of Columbus Sports LLC, an adult soccer league.

Firm Information

John Altieri 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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John Altieri’s Registration & Firm History

OH

10/26/2018 - Present

THE Huntington Investment Co. (DELAWARE OH)

WI

07/30/2015 - 09/27/2017

PURSHE KAPLAN STERLING INVESTMENTS (WAUKESHA WI)

OH

12/02/2014 - 06/24/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Grandview OH)

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Licenses & Designations

IA

Issued 02/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Felix Altieri.
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