David Shechtman is a registered investment advisor at Meeder Public Funds, INC., based in Dublin, OH, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 447 clients with $64B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meeder Public Funds charges fees based on a percentage of the assets they manage. The specific fee is negotiable and depends on factors like the types of investments, the size of the portfolio, and the client relationship. For some clients, they offer flat fee arrangements. Fees are typically calculated and billed monthly, but quarterly billing is available.
Location
6125 Memorial Drive, Dublin, OH, 43017
Get directionsHistory
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.