Unclaimed Profile

Dale William Smith

MEEDER ASSET MANAGEMENT, INC·DUBLIN, Ohio

Clean recordMEEDER ASSET MANAGEMENT, INC

6125 MEMORIAL DRIVE, DUBLIN, OH 43017CRD# 1792335Firm CRD# 105794

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dale William Smith · DUBLIN, OH

Registration

CRD #1792335 · MEEDER ASSET MANAGEMENT, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dale William Smith is a registered financial advisor based in DUBLIN, Ohio, affiliated with MEEDER ASSET MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MEEDER ASSET MANAGEMENT, INC

MEEDER ASSET MANAGEMENT, INC.

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MEEDER ASSET MANAGEMENT, INC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1792335

Firm CRD# 105794

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dale William Smith offer?

Dale William Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.

What are Dale William Smith's credentials?

Dale William Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dale William Smith located?

Dale William Smith is based in DUBLIN, Ohio, working with MEEDER ASSET MANAGEMENT, INC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does Dale William Smith charge for services?

Dale William Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEEDER ASSET MANAGEMENT, INC?

MEEDER ASSET MANAGEMENT, INC has approximately 33 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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