Sarah
Aluise

The Huntington Investment Company

CRD#6111504
Investment Advisor
in Huntington, WV

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About this Advisor

Sarah Aluise is a financial advisor based in Huntington, West Virginia, with 4 years of industry experience. Aluise works at The Huntington Investment Company. Over the course of their career, Aluise has held roles at Wesley H Richardson, Northwestern Mutual Investment Services LLC, Jpmorgan Chase and The Huntington Investment Company. Aluise has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Kentucky and West Virginia. The Huntington Investment Company is an advisory business based out of Columbus, OH. It has offices in 766 locations and a total of 432 financial advisors. It has $4 billion in assets under management between its 29,200 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 22 charitable organizations. The Huntington Investment Company performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on the services provided. However, fee types billed by The Huntington Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Huntington Office 919 Fifth Avenue
Huntington, WV 25701

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$4,300,721,252

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

432

WV Average: 34
Total Number of Accounts

29,200

WV Average: 1,972
Average Account Size

$147,285

WV 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

Sarah Aluise Work History

Sarah has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

The Huntington Investment Company

2014 - 2019 (5 years)

Wesley H Richardson

2014 - 2019 (5 years)

Northwestern Mutual Investment Services LLC

2012 - 2014 (2 years)

Jpmorgan Chase

*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 Sarah Aluise 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
Dorian Holmes
Willowbrook, IL
Marleena Grago
Columbus, OH
Christopher Walker
Brighton, MI
Kelly Mathews
Westerville, OH
Scott Wertz
Melrose Park, IL
Zarak Carter
Columbus, OH
Ryan Greenhill
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.

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