Morgan Zolman
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 CompanyJun 2022 to now
- The Huntington National BankAug 2021 to Jun 2022
- Jbh-r/w, LLCJan 2021 to Aug 2021
- Bad Apple PubMay 2019 to Jan 2020
- Panera BreadJun 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7567875
- Firm CRD
- 16986