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Neil Patel

Meeder Advisory Services, Inc.

Dublin, OH

CRD 8142845

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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 2025-09-09
  • OH RA
    APPROVED
    Since 2025-09-09

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
Meeder Advisory Services, Inc. Dublin OH 06/2025 Present
Olentangy Liberty High School Powell OH 08/2015 05/2017
The Ohio State University Columbus OH 08/2017 05/2020
Just Invest Columbus OH 05/2020 08/2020
Medical Leave Of Absence Powell OH 08/2020 11/2022
Total Care Therapy Dublin OH 12/2022 03/2023
Medical Leave Of Absence Powell OH 05/2023 07/2024
The Ohio State University Columbus OH 08/2024 05/2025
  • 06/2025 → Present
    Meeder Advisory Services, Inc.
    Dublin, OH
  • 08/2015 → 05/2017
    Olentangy Liberty High School
    Powell, OH
  • 08/2017 → 05/2020
    The Ohio State University
    Columbus, OH
  • 05/2020 → 08/2020
    Just Invest
    Columbus, OH
  • 08/2020 → 11/2022
    Medical Leave Of Absence
    Powell, OH
  • 12/2022 → 03/2023
    Total Care Therapy
    Dublin, OH
  • 05/2023 → 07/2024
    Medical Leave Of Absence
    Powell, OH
  • 08/2024 → 05/2025
    The Ohio State University
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-08
  • S65 Uniform Investment Adviser Law Examination
    2025-09-08

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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