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Whitney Doubleday Crabtree

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.

  1. Ameriprise Financial Services, LLCJun 2026 to now
  2. The Huntington Investment CompanyDec 2018 to now
  3. The Huntington National BankNov 2016 to Aug 2022
  4. Barnes and NobleSep 2015 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2020

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
7058023
Firm CRD
16986
Advisor's SEC record (opens in a new tab)
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