David Shechtman is a registered investment advisor at Meeder Public Funds, INC., based in Dublin, OH, with 5 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 582 clients with $70B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Separately managed accounts may be charged an annual asset-based fee of up to 0.20%. Fees are negotiable and may vary based on various factors. Advisory fees may be subject to an annual minimum fee.
Fee Estimator
Location
6125 Memorial Drive, Dublin, OH, 43017
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Regulatory History
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.
Meeder Distribution Services, INC.Broker
Previous Registrations
Hilltop Securities Asset Management, LLC
Hilltop Securities INC.
Hilltop Securities INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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