Unclaimed Profile

Patricia Anne Huntington

HUNTINGTON STEELE LLC·OAKS, Pennsylvania

Series 3, Series 7, Series 8, Series 24, Series 63, Series 65Clean record26 years registeredHUNTINGTON STEELE LLC

ONE FREEDOM VALLEY DRIVE, OAKS, PA 19456CRD# 1610689Firm CRD# 126615

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patricia Anne Huntington · OAKS, PA

Registration

CRD #1610689 · HUNTINGTON STEELE LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HUNTINGTON STEELE LLC

SEI INVESTMENTS MANAGEMENT CORP

Jan 2020 – Oct 2023

Seattle, WA

HUNTINGTON STEELE LLC

May 2003 – Dec 2019

SEATTLE, WA

BANC OF AMERICA SECURITIES LLC

Dec 1999 – May 2003

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · December 29, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUNTINGTON STEELE LLC

CRD 126615 · SEC 801-62040

AUM

$765M

Regulatory assets under management

Employees

188 client accounts

Services offered by HUNTINGTON STEELE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HUNTINGTON STEELE LLC →

Introduction

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Frequently Asked Questions

What services does Patricia Anne Huntington offer?

Patricia Anne Huntington specializes in Financial Planning, Investment Management.

What are Patricia Anne Huntington's credentials?

Patricia Anne Huntington is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Anne Huntington located?

Patricia Anne Huntington is based in OAKS, Pennsylvania, last registered with HUNTINGTON STEELE LLC.

How does Patricia Anne Huntington charge for services?

Patricia Anne Huntington's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUNTINGTON STEELE LLC?

HUNTINGTON STEELE LLC has approximately 5 employees and manages $765M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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