Marcelo Flores
Investment adviser representative at Huntington Financial Advisors
11 yearsExperience
1 stateRegistered in
$7.9BFirm assets
26 yearsFirm in business
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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
11 years in the industry.
- The Huntington Investment CompanyOct 2024 to now
- Huntington National BankJun 2024 to now
- Empower Advisory Group, LLCApr 2024 to Jun 2024
- Empower Financial Services, IncApr 2024 to Jun 2024
- Turning Leaf Behavioral Heath ServicesMar 2023 to Apr 2024
- Bank of America, N.A.Sep 2017 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Mar 2023
- Morgan Stanley Private Bank, N.A.Jan 2015 to Feb 2017
- Morgan StanleyAug 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5415372
- Firm CRD
- 16986