Director of Wealth Management · Huntington Financial Advisors
Melissa Holding
CRD 4621076 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Huntington Financial Advisors, an SEC-registered broker-dealer firm based in Columbus, OH with $7.9 billion in regulatory assets, lists Melissa Holding on its Form ADV as Director of Wealth Management, a control person. The SEC filings also name Melissa at 1 other registered adviser.
Firms and roles
- Huntington Financial AdvisorsDirector of Wealth ManagementBroker-dealer firm · Columbus, OH · $7.9B in regulatory assets
- Linscomb Wealth, Inc.Board MemberWealth manager · Houston, TX · $5.2B in regulatory assets
AtlasMembers
Melissa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (18)
- Michael MiroballiPresident, Huntington Financial Advisors
- Stephen Monroe RichardsonChief Financial Officer, Huntington Financial Advisors
- Shawn Patrick LoughBoard Member, Huntington Financial Advisors
- Melanie Kate-McFarland HamiltonPrincipal Financial Officer, Huntington Financial Advisors
- Jeffrey Michael BoardmanConflict Officer, Huntington Financial Advisors
13 more people named with Melissa on the same filings, with titles and firms. Free in Atlas with a free account.
See all 18 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.