Taylor
Roberts

The Huntington Investment Company

CRD#7027983
Investment Advisor
in Akron, OH

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About this Advisor

Taylor Roberts is a financial advisor based in Akron, Ohio, working with The Huntington Investment Company. Taylor has previously held positions at American Multi-Cinema, The Ohio State University, Farber Specialty Vehicles, Axa Advisors, Voya Financial Advisors, Inc, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Nationwide, Jc Wealth Management, Abercrombie & Fitch / Hollister, and The Huntington Investment Company. Taylor has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Taylor is part of The Huntington Investment Company, which operates out of Akron, 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 65, Series 63

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

National Advice Center Osj 3 Cascade Plaza
Akron, OH 44308

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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

Taylor Roberts Work History

2023 - Present (1 year)

The Huntington Investment Company

2021 - 2023 (2 years)

J.P. Morgan Securities LLC

2021 - 2023 (2 years)

Jpmorgan Chase Bank, N.A

2019 - 2019 (< 1 year)

Voya Financial Advisors, Inc

2019 - 2021 (2 years)

Nationwide

2019 - 2019 (< 1 year)

Jc Wealth Management

2018 - 2019 (1 year)

Axa Advisors

2016 - 2019 (3 years)

American Multi-Cinema

2015 - 2018 (3 years)

The Ohio State University

2015 - 2015 (< 1 year)

Farber Specialty Vehicles

2015 - 2016 (1 year)

Abercrombie & Fitch / Hollister

Disclosures

Please visit the SEC profile of Taylor Roberts 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

Leonardo Gomez
Chicago, IL
Roger Ruz
Columbus, OH
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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