Bryant Stein
Investment adviser representative at Huntington Financial Advisors
16 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
16 years in the industry.
- The Huntington Investment CompanyJul 2025 to now
- The Huntington National BankJun 2025 to now
- Wells Fargo Bank, NAOct 2024 to Jul 2025
- Wells Fargo Clearing Services, LLCOct 2024 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Oct 2024
- Wells Fargo Clearing ServicesOct 2020 to Apr 2022
- Wells Fargo Bank, N.A.Jul 2019 to Apr 2022
- Reverse Box L RanchJan 2019 to Jul 2019
- Glacier Zip LinesMay 2017 to Aug 2017
- Mountain Valley TransportJan 2017 to May 2017
- AmazonNov 2016 to Jan 2017
- SubwayJun 2016 to Dec 2016
- Army National GuardAug 2010 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7322004
- Firm CRD
- 16986