Morgan L Goldthwaite
Investment adviser representative at Huntington Financial Advisors
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- The Huntington Investment CompanyDec 2022 to now
- Morgan StanleyDec 2016 to Dec 2022
- Morgan Stanley Private Bank, N.A.Dec 2016 to Dec 2022
- Bank of America, N.A.Mar 2016 to Dec 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6628036
- Firm CRD
- 16986