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Ronald Gerald Alessi

THE Huntington Investment Co.

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About Ronald Gerald Alessi

Ronald Gerald Alessi is a financial professional with over 15 years of experience in the industry. Ronald has a strong background in providing financial advice and investment management services. Ronald is registered with The Huntington Investment Co. and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Ronald holds the Chartered Financial Consultant designation. Previously, Ronald was a registered representative at Fifth Third Securities, Inc., M&T Securities, Inc., and Touchstone Securities, Inc.

Firm Information

Ronald Alessi 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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Ronald Alessi’s Registration & Firm History

OH

05/31/2019 - Present

THE Huntington Investment Co. (WEST CHESTER OH)

OH

02/20/2013 - 09/19/2014

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

PA

09/25/2009 - 12/10/2012

M&T SECURITIES, INC. (ENOLA PA)

OH

12/20/2007 - 07/17/2009

FIFTH THIRD SECURITIES, INC. (GAHANNA OH)

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Licenses & Designations

IA

Issued 07/06/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/19/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Gerald Alessi.
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