Charles R Meder

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2022-11-30
TX	RA	APPROVED	2022-11-30

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Garner	NC	03/2022	Present
Advanced Poly Packaging	Cuyahoga Falls	OH	05/2018	03/2022
Macomb Group	Akron	OH	09/2017	04/2018
Interval Brotherhood Home	Akron	OH	04/2017	07/2017
Integrity Energy	Cleveland	OH	01/2017	03/2017
Mucky Duck Brewery	Green	OH	06/2016	01/2017
Prime 93 Steakhouse	Akron	OH	05/2016	11/2016
Kent State University	Kent	OH	06/2013	12/2021
Bank Of America, N.A.	Garner	NC	09/2022	Present

03/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Garner, NC
05/2018 → 03/2022

Advanced Poly Packaging

Cuyahoga Falls, OH
09/2017 → 04/2018

Macomb Group

Akron, OH
04/2017 → 07/2017

Interval Brotherhood Home

Akron, OH
01/2017 → 03/2017

Integrity Energy

Cleveland, OH
06/2016 → 01/2017

Mucky Duck Brewery

Green, OH
05/2016 → 11/2016

Prime 93 Steakhouse

Akron, OH
06/2013 → 12/2021

Kent State University

Kent, OH
09/2022 → Present

Bank Of America, N.A.

Garner, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-27

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