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William Ralph Casale

THE Huntington Investment Co.

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About William Ralph Casale

William Casale is a financial advisor with The Huntington Investment Co., located in Solon, OH. William has been in the industry since 2016 and has experience with JPMorgan Securities LLC and PNC INVESTMENTS. William is registered in 10 states and holds Series 6, 7, 63 and 66 licenses along with the SIE exam. William specializes in investment advisory services, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

William Casale 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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William Casale’s Registration & Firm History

OH

03/08/2022 - Present

THE Huntington Investment Co. (SOLON OH)

OH

07/19/2017 - 03/02/2022

PNC INVESTMENTS (RAVENNA OH)

OH

02/02/2016 - 06/22/2017

J.P. MORGAN SECURITIES LLC (MENTOR OH)

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Licenses & Designations

BOTH

Issued 08/30/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/02/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Ralph Casale.
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