Payton R. Mccrossan
Professional summary
Payton R Mccrossan, who also goes by Payton R Mccrossan, Payton Rufty Mccrossan, is a registered financial professional currently at THE HUNTINGTON INVESTMENT COMPANY located in Charlotte, North Carolina.
Payton is registered as a RR (Registered Representative) and started their career in finance in 2014. Payton has worked at 10 firms and has passed the Series 65, Series 63, Series 31, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Payton R Mccrossan's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 7, 2025 - Present
THE HUNTINGTON INVESTMENT COMPANY
Office #1: Southpark 6700 Fairview Road, Charlotte, NC 28210July 19, 2022 - June 5, 2025
TRUIST ADVISORY SERVICES, INC.
July 15, 2022 - June 5, 2025
TRUIST INVESTMENT SERVICES, INC.
December 17, 2018 - July 19, 2022
MORGAN STANLEY
December 17, 2018 - July 19, 2022
MORGAN STANLEY
October 5, 2017 - October 24, 2018
INVESCO ADVISERS, INC.
October 5, 2017 - October 24, 2018
INVESCO DISTRIBUTORS, INC.
June 7, 2016 - September 1, 2017
STERLING CAPITAL MANAGEMENT LLC
January 5, 2016 - September 6, 2017
STERLING CAPITAL DISTRIBUTORS, LLC
January 14, 2015 - December 8, 2015
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
September 12, 2014 - October 14, 2014
EQUITABLE DISTRIBUTORS, 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
(7/7/2025)
Exams
FINRA
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 | ROSFP | 5353459 |
| BRUNNER, MICHAEL EVANS | MUNICIPAL PRINCIPAL | 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 | DIRECTOR OF WEALTH MANAGEMENT | 4621076 |
| HOLDING, MELISSA | BOARD MEMBER | 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.
