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Becky Sue Hartsuck

Meeder Advisory Services, Inc.

Dublin, OH

CRD 4877620

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Employer firm

Meeder Advisory Services, Inc. CRD 106814

$2.86B regulatory AUM 42 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Meeder Advisory Services, Inc.

6125 Memorial Dr, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-15
  • OH RA
    APPROVED
    Since 2025-12-15

Branch Locations

6125 Memorial Dr, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Columbus OH 06/2009 05/2016
Ultimus Fund Distributors, Llc Cincinnati OH 05/2016 11/2021
Ultimus Fund Solutions, Llc Cincinnati OH 05/2016 11/2021
Meeder Advisory Services, Inc. Dublin OH 10/2022 Present
Horter Investment Management Cincinnati OH 11/2021 10/2022
  • 06/2009 → 05/2016
    Citigroup
    Columbus, OH
  • 05/2016 → 11/2021
    Ultimus Fund Distributors, Llc
    Cincinnati, OH
  • 05/2016 → 11/2021
    Ultimus Fund Solutions, Llc
    Cincinnati, OH
  • 10/2022 → Present
    Meeder Advisory Services, Inc.
    Dublin, OH
  • 11/2021 → 10/2022
    Horter Investment Management
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-12
  • S65 Uniform Investment Adviser Law Examination
    2025-12-12
Other Names
  • Becky Sue Hartsuck
  • Becky Sue Renaud

View on SEC IAPD

Nearby Firms

KEELER & NADLER FAMILY WEALTH
PFS INVESTMENTS INC.
DELTA CAPITAL MANAGEMENT, INC.

Nearby Investors

WILLIAM KEITH ROOT
Jacob Palmer Martin
Michael Klubnik

Nearby Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH

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