TrueAdvisor
TrueAdvisor
AC
AC

Andrew Croman

Huntington Financial Advisors
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Huntington Financial Advisors
Compensation
Fee-Only (AUM)
Firm Size
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$1,500

Location

Tuttle Crossing, 5930 Britton Parkway, Dublin, OH, 43016

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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 1 mo
The Huntington Investment CompanyBroker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2023 - December 2024 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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 InvestmentsBroker
March 2016 - September 2018 · 2 yrs 6 mos
PNC Investments
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 LLCBroker
October 2012 - October 2012 · 0 mos
J.P. Morgan Securities LLC
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
Exams
No exam information available for this advisor.