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Daniel Patrick Otoole

MEEDER ASSET MANAGEMENT, INC·DUBLIN, Ohio
Clean recordMEEDER ASSET MANAGEMENT, INC
6125 MEMORIAL DRIVE, DUBLIN, OH 43017CRD# 1710600Firm CRD# 105794

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Patrick Otoole · DUBLIN, OH
Registration
CRD #1710600 · MEEDER ASSET MANAGEMENT, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Patrick Otoole 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MEEDER ASSET MANAGEMENT, INC
MEEDER ASSET MANAGEMENT, INC.
AUM
$2.4B
Regulatory assets under management
Employees
33
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1710600
Firm CRD# 105794
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Patrick Otoole offer?
Daniel Patrick Otoole specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Daniel Patrick Otoole's credentials?
Daniel Patrick Otoole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick Otoole located?
Daniel Patrick Otoole 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 Daniel Patrick Otoole charge for services?
Daniel Patrick Otoole'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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Other Advisors at MEEDER ASSET MANAGEMENT, INC

Dale William Smith
DUBLIN, OH
Clinton Lee Brewer
DUBLIN, OH
Stephen Edward Hoffman
DUBLIN, OH

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