Michael
Meoli
Rice Hall James & Associates LLC
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About this Advisor
Michael Meoli is a financial advisor based out of San Diego, California, with 12 years of industry experience. Meoli currently works for Rice Hall James & Associates LLC. They have spent all of their time as a financial advisor at Rice Hall James & Associates Llc. Meoli maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in California and Texas. Rice Hall James & Associates LLC is a financial advisory business that has its headquarters in San Diego, CA. It has a total of 27 people on staff. It controls $2 billion in total assets across its 303 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 15 charitable organizations. Of its 303 customer accounts, 30% belong to high-net-worth clients who have greater than $1 million in assets. The firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial management typically vary depending on which service is offered. However, fee types charged by Rice Hall James & Associates LLC likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rice Hall James & Associates LLC Brokerage Details
$1,802,790,332
27
303
$5,949,803
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Michael Meoli Work History
Michael has been registered as a financial advisor for 12 years.*
Rice Hall James & Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Meoli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rice Hall James & Associates LLC
San Diego, CA
San Diego, CA
Pasadena, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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