Zakery
Holbrook

Meeder Advisory Services, Inc

CRD#7067598
Investment Advisor
in Dublin, OH

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About this Advisor

Zakery Holbrook is a financial advisor based in Dublin, Ohio. Holbrook is an advisor for Meeder Advisory Services, Inc. Throughout their career, they have worked at Nationwide Investment Services Inc, Dicover Financial Services, Medallion Country Club, Nationwide Hotel And Conference Center, Lowes, Ohio University, Nationwide Mutual Insurance and Meeder Investment Management, Inc. Holbrook is approved to serve investors in Ohio. Meeder Advisory Services, Inc is a financial advisory firm that has its headquarters in Dublin, OH. It manages $1 billion in assets across its 3,777 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises three charities and foundations. Meeder Advisory Services, Inc performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees vary depending on the financial services provided. Fees charged by Meeder Advisory Services, Inc most likely consist of asset-based and fixed fees.

Years Registered*

less than 1 year

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

$1,150,940,052

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

49

OH Average: 34
Total Number of Accounts

3,777

OH Average: 1,972
Average Account Size

$304,723

OH Average: $1,068,125

Investment Advisory Services

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

Zakery Holbrook Work History

Zakery has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Meeder Investment Management, Inc

2019 - 2021 (2 years)

Nationwide Investment Services Inc

2018 - 2021 (3 years)

Nationwide Mutual Insurance

2017 - 2017 (< 1 year)

Dicover Financial Services

2017 - 2017 (< 1 year)

Lowes

2014 - 2018 (4 years)

Ohio University

2013 - 2015 (2 years)

Nationwide Hotel And Conference Center

2009 - 2016 (7 years)

Medallion Country Club

*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 Zakery Holbrook 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

Ted Clark
Dublin, OH
Daniel Messmer
Dublin, OH
Christopher Barlow
Dublin, OH
Paul Geiger
Dublin, OH
Angelo Manzo
Dublin, OH
Zakery Holbrook
Dublin, OH
Joseph Kelly
Dublin, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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