Andrew Tracy
Investment adviser representative at Huntington Financial Advisors
14 yearsExperience
1 stateRegistered in
$7.9BFirm assets
26 yearsFirm in business
Are you Andrew Tracy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- The Huntington Investment CompanySep 2019 to now
- J.P. Morgan Securities LLCOct 2012 to Aug 2019
- JP Morgan Chase Bank NAJun 2012 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OH).
Huntington Financial Advisors
Legal name: The Huntington Investment Company
$7.9BAssets managed
42,398Clients
427Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5193970
- Firm CRD
- 16986