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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 | 2024-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meeder Advisory Services, Inc. | Dublin | OH | 06/2024 | Present |
| Summit Financial Strategies | Columbus | OH | 08/2017 | 05/2024 |
| Unemployed | Columbus | OH | 05/2017 | 07/2017 |
| The Ohio State University | Columbus | OH | 04/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-10 |
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