Magdalena Woroniecki
Professional summary
Magdalena Woroniecki, who also goes by Magda Woroniecki, Maggie Woroniecki, Meg Woroniecki, is a registered financial advisor currently at THE HUNTINGTON INVESTMENT COMPANY located in Park Ridge, Illinois.
Magdalena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Magdalena has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Magdalena Woroniecki's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Magdalena Woroniecki's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 11, 2026 - Present
THE HUNTINGTON INVESTMENT COMPANY
Office #1: Park Ridge Devon 1 W Devon Ave, Park Ridge, IL 60068February 10, 2026 - Present
THE HUNTINGTON INVESTMENT COMPANY
Office #1: Park Ridge Devon 1 W Devon Ave, Park Ridge, IL 60068August 23, 2024 - January 13, 2026
OSAIC WEALTH, INC.
September 13, 2022 - January 9, 2026
SIKICH FINANCIAL
September 13, 2022 - August 23, 2024
TRIAD ADVISORS LLC
October 6, 2020 - May 6, 2022
EQUITABLE ADVISORS, LLC
February 27, 2019 - May 6, 2022
EQUITABLE ADVISORS, LLC
September 10, 2018 - November 7, 2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
October 15, 2003 - September 17, 2018
FARMERS FINANCIAL SOLUTIONS, LLC
Primary Firm SEC Registration
THE HUNTINGTON INVESTMENT COMPANY
CRD#: 16986 / SEC#: 801-58015, 8-34867
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/10/2026)
(2/11/2026)
Exams
Series 7TO
Date: 5/29/2019
General Securities Representative ExaminationFINRA
Current Firm
THE HUNTINGTON INVESTMENT COMPANY
CRD#: 16986 / SEC#: 801-58015, 8-34867
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HUNTINGTON BANCSHARES INCORPORATED | PARENT COMPANY | |
| BALLARD, MONICA VICKMAN | SECRETARY | 4245227 |
| BOARDMAN, JEFFREY MICHAEL | CONFLICT OFFICER | 2746492 |
| BRUNNER, MICHAEL EVANS | MUNICIPAL PRINCIPAL | 5353459 |
| BRUNNER, MICHAEL EVANS | ROSFP | 5353459 |
| DUNCAN, ERICA | BOARD MEMBER | 8031535 |
| ERDELYI, MICHAEL DAVID | PRINCIPAL OPERATIONS OFFICER | 5864282 |
| FERGUSON, EMILY ELIZABETH | CHIEF TECHNOLOGY OFFICER | 3107040 |
| FORESTA, CYNTHIA JEAN | CHIEF COMPLIANCE OFFICER | 2445804 |
| HAMILTON, MELANIE KATE-MCFARLAND | PRINCIPAL FINANCIAL OFFICER | 5452291 |
| HOLDING, MELISSA | BOARD MEMBER | 4621076 |
| HOLDING, MELISSA | DIRECTOR OF WEALTH MANAGEMENT | 4621076 |
| LOUGH, SHAWN PATRICK | BOARD MEMBER | 6356321 |
| MIROBALLI, MICHAEL | CHIEF OPERATING OFFICER | 1545242 |
| MIROBALLI, MICHAEL | BOARD MEMBER | 1545242 |
| MIROBALLI, MICHAEL | PRESIDENT | 1545242 |
| POLIVKA, ALEX C | AML OFFICER | 6270624 |
| REBER, AARON | BOARD MEMBER | 7793642 |
| RICHARDSON, STEPHEN MONROE | FINOP | 6260539 |
| RICHARDSON, STEPHEN MONROE | CHIEF FINANCIAL OFFICER | 6260539 |
Regulatory assets under management
| Total Number of Accounts | 37,298 |
| AUM (Assets Under Management) | $ 6,344,121,382 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 6 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.