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Sean Anthony Neri

THE Huntington Investment Co.

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About Sean Anthony Neri

Sean Anthony Neri is a financial advisor with The Huntington Investment Co., located in Columbus, Ohio. Sean is a registered representative with Series 6, 7TO, and SIE licenses and has been in the industry since 2016. Sean specializes in providing financial advice to individuals, businesses, and charitable organizations.

Firm Information

Sean Neri 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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Sean Neri’s Registration & Firm History

OH

04/17/2018 - Present

THE Huntington Investment Co. (COLUMBUS OH)

OH

09/26/2016 - 03/28/2018

MML INVESTORS SERVICES, LLC (HILLIARD OH)

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Licenses & Designations

BC

Issued 04/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Anthony Neri.
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