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Stephen Patrick Zeller

THE Huntington Investment Co.

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About Stephen Patrick Zeller

Stephen Zeller is a financial advisor with over 15 years of experience in the industry. Stephen has worked for several firms including Citigroup Global Markets Inc., Northern Trust Securities, Inc., Fifth Third Securities, Inc., and Fidelity Brokerage Services LLC. Currently, Stephen is a Registered Representative with The Huntington Investment Co. Stephen holds Series 7, Series 63, and Series 65 licenses and specializes in portfolio management for individuals and businesses. He works with clients across a wide range of needs and objectives, providing personalized guidance and investment strategies to help them achieve their financial goals.

Firm Information

Stephen Zeller 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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Stephen Zeller’s Registration & Firm History

OH

05/11/2016 - Present

THE Huntington Investment Co. (MARYSVILLE OH)

IL

06/06/2012 - 07/31/2015

CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)

IL

03/25/2011 - 04/03/2012

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

OH

10/05/2009 - 11/05/2010

FIFTH THIRD SECURITIES, INC. (MENTOR OH)

KY

02/06/2006 - 08/04/2008

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

IA

Issued 10/06/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Patrick Zeller.
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