Paul
Geiger

Meeder Advisory Services, Inc

CRD#6430473
Investment Advisor
in Dublin, OH

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About this Advisor

Paul Geiger is a financial advisor based in Dublin, Ohio, working with Meeder Advisory Services, Inc. Paul has previously held positions at The Ohio State University, Scioto Country Club, Merrill Lynch, Fidelity Brokerage Services LLC, Ftj Fundchoice, LLC, and Meeder Investment Management, Inc. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Paul is part of Meeder Advisory Services, Inc, which operates out of Dublin, Ohio. The firm has 52 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Meeder Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6125 Memorial Dr
Dublin, OH 43017

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Meeder Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,442,357,951

OH Average: $2,106,341,625
Total Number of Employees

52

OH Average: 34
Total Number of Accounts

3,713

OH Average: 1,972
Average Account Size

$388,462

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Paul Geiger Work History

2018 - Present (6 years)

Meeder Investment Management, Inc

2017 - 2018 (1 year)

Ftj Fundchoice, LLC

2016 - 2017 (1 year)

Fidelity Brokerage Services LLC

2015 - 2016 (1 year)

Merrill Lynch

2012 - 2014 (2 years)

Scioto Country Club

2011 - 2015 (4 years)

The Ohio State University

Disclosures

Please visit the SEC profile of Paul Geiger 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 Meeder Advisory Services, Inc

Angelo Manzo
Dublin, OH
Jacob Thielbar
Dublin, OH
Ted Clark
Dublin, OH
Daniel Messmer
Dublin, OH
James Morton
Dublin, OH
Aaron Adkins
Dublin, OH
Paul Geiger
Dublin, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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