ES
ES

Eileen Jean Stanic

12 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
429 clients
Average Client Portfolio
$138.1M average
Assets Under Management
$59.3B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

6125 Memorial Drive, Dublin, OH, 43017

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Meeder Public Funds, INC.
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Redtree Investment Group
September 2014 - September 2014 · 0 mos
Robert W. Baird & CO. Incorporated
July 2011 - September 2014 · 3 yrs 2 mos
Citigroup Global Markets INC.
January 2003 - July 2003 · 6 mos
State Registrations4 states
KYOHPAVA
Advisor
Exams
No exam information available for this advisor.