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Shannon Nicole Montell

THE Huntington Investment Co.

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About Shannon Nicole Montell

Shannon Nicole Montell is an investment advisor representative with The Huntington Investment Co.. Shannon has been in the industry since 2009 and has held past registrations with J.P. Morgan Securities LLC, Morgan Stanley, and Morgan Stanley Smith Barney. Shannon is currently registered in Ohio.

Firm Information

Shannon Montell 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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Shannon Montell’s Registration & Firm History

OH

10/04/2021 - Present

THE Huntington Investment Co. (WASHINGTON COURT HOUSE OH)

OH

05/09/2018 - 09/29/2021

MORGAN STANLEY (Columbus OH)

OH

10/17/2012 - 05/08/2018

J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)

UT

04/14/2010 - 11/15/2012

MORGAN STANLEY (SOUTH JORDAN UT)

OH

10/01/2009 - 02/11/2010

CHASE INVESTMENT SERVICES CORP. (NEWARK OH)

OH

06/01/2009 - 08/17/2009

MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)

UT

01/06/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (SOUTH JORDAN UT)

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Licenses & Designations

BOTH

Issued 04/13/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/26/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannon Nicole Montell.
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