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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 | 2024-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altegris Investments, Inc. | La Jolla | CA | 12/2011 | 07/2020 |
| Emerson Equity Llc | San Mateo | CA | 07/2020 | 11/2021 |
| Crowdstreet Capital | San Diego | CA | 10/2021 | 09/2022 |
| Crowdstreet Advisors, Llc | Austin | TX | 10/2021 | 09/2022 |
| Ameriprise Financial Services, Llc | Imperial Beach | CA | 03/2023 | 05/2024 |
| Unemployed | San Diego | CA | 10/2022 | 02/2023 |
| Meeder Advisory Services, Inc. | Dublin | OH | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-20 |
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