Christopher Mediate, financial advisor Canfield OH

Christopher Mediate

CRD Number: 2726423
Current Firm: Mediate Financial Investment Advisory Services, LLC

Christopher Mediate (CRD# 2726423) is an Investment Advisor Representative working at Mediate Financial Investment Advisory Services, LLC in Canfield, OH and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Mediate Financial Investment Advisory Services, LLC Canfield, OH Jul 2011 - Current 12
Mediate Financial Services, Inc. Canfield, OH Oct 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Christopher L. Mediate
Phone Number: 330-702-3556
Registered State(s):
  • OH
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    515
    ACCOUNTS
  • Average Account Value
    $107,493
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

OH, PA, TX

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