AC
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Andrew Croman

19 Years of Experience
Columbus, OH
Broker

Andrew Croman is a registered investment advisor at Huntington Financial Advisors, based in Columbus, OH, with 19 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,398 clients with $7.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
425 advisors
Number of Clients
42,398 clients
Average Client Portfolio
$186K average
Assets Under Management
$7.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.75%
$100K - $250K1.60%
$250K - $500K1.45%
$500K - $1.0M1.25%
$1.0M - $2.0M1.10%
$2.0M - $5.0M1.00%
$5M+0.85%

Fees vary depending on the specific program selected. The schedule shown reflects the GPS Total Asset Allocation and Multi-Manager program. Other programs have different fee schedules, and fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4661 Reed Rd, Columbus, OH, 43220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Huntington Financial Advisors
January 2025 - Present · 1 yr 9 mos
The Huntington Investment CompanyBroker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2023 - December 2024 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2023 - December 2024 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
October 2018 - May 2023 · 4 yrs 7 mos
J.P. Morgan Securities LLC
October 2018 - May 2023 · 4 yrs 7 mos
PNC Investments
March 2016 - September 2018 · 2 yrs 6 mos
PNC InvestmentsBroker
March 2016 - September 2018 · 2 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
January 2015 - March 2016 · 1 yr 2 mos
U.S. Bancorp Investments, INC.
January 2015 - March 2016 · 1 yr 2 mos
PNC Investments
November 2012 - January 2015 · 2 yrs 2 mos
PNC InvestmentsBroker
November 2012 - January 2015 · 2 yrs 2 mos
J.P. Morgan Securities LLC
October 2012 - October 2012 · 0 mos
J.P. Morgan Securities LLCBroker
October 2012 - October 2012 · 0 mos
Chase Investment Services CORP.
March 2012 - October 2012 · 7 mos
Chase Investment Services CORP.Broker
November 2006 - October 2012 · 5 yrs 11 mos
State Registrations3 states
NYOHPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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