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Dennis Vincent Yacobozzi

MEEDER PUBLIC FUNDS, INC.·DUBLIN, Ohio
Clean recordMEEDER PUBLIC FUNDS, INC.
6125 MEMORIAL DRIVE, DUBLIN, OH 43017CRD# 4362621Firm CRD# 106816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis Vincent Yacobozzi · DUBLIN, OH
Registration
CRD #4362621 · MEEDER PUBLIC FUNDS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dennis Vincent Yacobozzi is a registered financial advisor based in DUBLIN, Ohio, affiliated with MEEDER PUBLIC FUNDS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
MEEDER PUBLIC FUNDS, INC.
MEEDER PUBLIC FUNDS, INC.
AUM
$54.6B
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at MEEDER PUBLIC FUNDS, INC. →
Services
Pension consulting
Selection of other advisers
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4362621
Firm CRD# 106816
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dennis Vincent Yacobozzi offer?
Dennis Vincent Yacobozzi specializes in Retirement Planning, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Dennis Vincent Yacobozzi's credentials?
Dennis Vincent Yacobozzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Vincent Yacobozzi located?
Dennis Vincent Yacobozzi is based in DUBLIN, Ohio, working with MEEDER PUBLIC FUNDS, INC.. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.
How does Dennis Vincent Yacobozzi charge for services?
Dennis Vincent Yacobozzi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEEDER PUBLIC FUNDS, INC.?
MEEDER PUBLIC FUNDS, INC. has approximately 48 employees and manages $54.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MEEDER PUBLIC FUNDS, INC.

Jonathan Harry Azoff
DUBLIN, OH
Mary Margaret Bull
DUBLIN, OH
Robert Sherman (sr) Meeder
DUBLIN, OH
Susan Meeder
DUBLIN, OH
William Peyton Scanlon
DUBLIN, OH
Douglas Richard Jennings
DUBLIN, OH

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Research
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