Robert
Patton

The Huntington Investment Company

CRD#2421218
Investment Advisor
in Mason, OH

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About this Advisor

Robert Patton is a financial advisor operating in Mason, Ohio with 13 years of relevant experience. Patton is an employee of The Huntington Investment Company. Their career trajectory has included roles at Huntington National Bank and The Huntington Investment Company. Patton holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio. The Huntington Investment Company is a registered investment firm that has its headquarters in Columbus, OH. The investment advisory business has offices in 766 locations and a total of 432 financial advisors. It oversees $4 billion in assets under management between its 29,200 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 22 charitable organizations. The Huntington Investment Company 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 fee schedules vary depending on the services provided. Fee types charged by The Huntington Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

13 years

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

Deerfield Towne Center 5085 Deerfield Blvd.
Mason, OH 45040

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$4,300,721,252

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

432

OH Average: 34
Total Number of Accounts

29,200

OH Average: 1,972
Average Account Size

$147,285

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

Robert Patton Work History

Robert has been registered as a financial advisor for 13 years.*

1993 - Present (31 years)

The Huntington Investment Company

1992 - Present (32 years)

Huntington National Bank

*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 Robert Patton 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

Eric Devine
Hartville, OH
Micah Binegar
Washington Court House, OH
Christopher Walker
Brighton, MI
Eric Smith
Jenison, MI
Kelly Mathews
Westerville, OH
Scott Wertz
Melrose Park, IL
Ryan Greenhill
Northfield, OH
Marleena Grago
Columbus, 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.

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