Anthony
Berg
The Huntington Investment Company
Answer a few questions and
get matched with an advisor.
About this Advisor
Anthony Berg is a financial advisor who works out of Stow, Ohio who has 2 years of industry experience. Berg is an employee of The Huntington Investment Company. The advisor has gained experience at The Huntington Investment Company, The Huntington National Bank and Tramonte Distribution Co. Berg maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. The Huntington Investment Company is an advisory company headquartered in Columbus, OH. The company has offices in 766 locations and a total of 432 people on staff. It administers $4 billion in assets under management between its 29,200 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 22 charities and foundations. The business performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. However, fees billed by The Huntington Investment Company typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Anthony Berg Work History
Anthony has been registered as a financial advisor for 2 years.*
The Huntington Investment Company
The Huntington National Bank
The Huntington Investment Company
The Huntington National Bank
Tramonte Distribution Co
*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 Anthony Berg 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
Jenison, MI
Fenton, MI
Columbus, OH
Brighton, MI
Willowbrook, IL
Melrose Park, IL
Columbus, OH
Northfield, OH
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
