Ronald
Alessi

The Huntington Investment Company

CRD#5465281
Investment Advisor
in West Chester, OH

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About this Advisor

Ronald Alessi is a chartered financial consultant based out of West Chester, Ohio, who has 8 years of relevant experience. Alessi works at The Huntington Investment Company. Alessi has gained experience at Ifs Financial Services, Touchstone Securities and Huntington Investment Company. Alessi holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Ohio and Texas. The Huntington Investment Company is a financial advisory business that has its headquarters in Columbus, OH. It has offices in 766 locations and a total of 432 advisors. It has $4 billion in assets between its 29,200 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 22 charities and foundations. The Huntington Investment Company provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually are based on which service is provided. Fees billed by The Huntington Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

8 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

University Pointe Banking Office 7634 Cox Lane
West Chester, OH 45069

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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

Ronald Alessi Work History

Ronald has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Huntington Investment Company

2013 - 2014 (1 year)

Ifs Financial Services

2013 - 2014 (1 year)

Touchstone Securities

*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 Ronald Alessi 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

Brad Smith
Sunbury, OH
Peter Burgett
Fenton, MI
Molly Gardner
Warren, MI
Robert Blalock
Akron, OH
Bobbie Cosgrove
Monroeville, PA
Scott Wertz
Melrose Park, IL
Kelly Mathews
Westerville, OH
Micah Binegar
Washington Court House, 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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