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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 | 2017-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meeder Advisory Services, Inc. | Dublin | OH | 06/2016 | Present |
J Lor Fashions Inc., boutique, non-investment related, 9315 Ventnor Avenue, owner, financial interest, business run by friend, started August 2014, no hours devoted to the business during or after trading hours. JSL Associates, LLC, real estate, non-investment related, 143 Jeremy Lane, Manahawkin, NJ 08050. The LLC owns 1 property, started June 2004, no hours devoted to the business during or after trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-07-01 |
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