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Meeder Advisory Services, Inc. CRD 106814
$2.86B regulatory AUM 42 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6125 Memorial Dr, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Investments Llc | Charlotte | NC | 07/2009 | 08/2017 |
| Quasar Distributors, Llc | Milwaukee | WI | 12/2015 | 08/2017 |
| Advisors Capital Management, Llc | Ridgewood | NJ | 08/2017 | 04/2019 |
| Meeder Advisory Services, Inc. | Dublin | OH | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2010-04-12 |
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