Nathan
Schultz

The Huntington Investment Company

CRD#4890688
Investment Advisor
in Medina, OH

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About this Advisor

Nathan Schultz is a financial advisor based in Medina, Ohio, working with The Huntington Investment Company. Nathan has previously held positions at Wrp Investments, Inc, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc, and The Huntington Investment Company. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Nathan is part of The Huntington Investment Company, which operates out of Medina, Ohio. The firm has 766 offices and 483 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at The Huntington Investment Company includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Montville 3460 Medina Road
Medina, OH 44256

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$5,196,750,113

OH Average: $2,106,341,625
Total Number of Employees

483

OH Average: 34
Total Number of Accounts

32,956

OH Average: 1,972
Average Account Size

$157,688

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Nathan Schultz Work History

2023 - Present (1 year)

The Huntington Investment Company

2015 - 2023 (8 years)

Sterne Agee Investment Advisor Services, Inc

2014 - 2023 (9 years)

Sterne Agee Financial Services, Inc

2009 - 2015 (6 years)

Wrp Investments, Inc

Disclosures

Please visit the SEC profile of Nathan Schultz 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

Jason Goldsmith
Dublin, OH
Leonardo Gomez
Chicago, IL
Stephen Cotero
Brighton, MI
Heather Johancen
Twinsburg, OH
Zachary Smith
Cadiz, OH
Bailey Carani
Navarre, OH
Timothy Ferree
Akron, OH
Whitney Doubleday
Battle Creek, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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