Paul
Neri
The Huntington Investment Company
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About this Advisor
Paul Neri is a financial advisor based out of Chanhassen, Minnesota. Neri is on the advisory team at The Huntington Investment Company. During their career, Neri has held roles at Trustmont Financial Group, Inc, American United Life, Oneamerica Securities, Paul A Neri, Brookfield Partners, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, The Huntington National Bank and The Huntington Investment Company. Neri has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Minnesota. The Huntington Investment Company is a registered investment company that has its headquarters in Columbus, OH. The firm has offices in 766 locations and a total of 432 people on staff. It administers $4 billion in assets across its 29,200 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 22 charities and foundations. The Huntington Investment Company offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on the type of services offered. Fee types charged by The Huntington Investment Company typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Huntington Investment Company Brokerage Details
$4,300,721,252
432
29,200
$147,285
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Paul Neri Work History
Paul has been registered as a financial advisor for 0 years.*
The Huntington National Bank
The Huntington Investment Company
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
American United Life
Oneamerica Securities
Trustmont Financial Group, Inc
Brookfield Partners
Paul A Neri
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Neri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Huntington Financial Advisors
Warren, MI
Melrose Park, IL
Columbus, OH
Mentor, OH
New Baltimore, MI
Fenton, MI
Powell, OH
Monroeville, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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