Paul Geiger, financial advisor Dublin OH

Paul Geiger

CRD Number: 6430473
Current Firm: Meeder Advisory Services, Inc.

Paul Geiger (CRD# 6430473) is an Investment Advisor Representative working at Meeder Advisory Services, Inc. in Dublin, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Meeder Investment Management, Inc. Dublin, OH Aug 2018 - Current 5
Ftj Fundchoice, LLC Hebron, KY Aug 2017 - Aug 2018 1
Fidelity Brokerage Services LLC Covington, KY Feb 2016 - Jul 2017 1
Merrill Lynch Columbus, OH Dec 2015 - Jan 2016 < 1
The Ohio State University Columbus, OH Jul 2011 - Dec 2015 4
Scioto Country Club Columbus, OH Sep 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Paul B. Geiger
Phone Number: 800-325-3539
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,442
    MILLIONS
  • Total Number of Accounts
    3,713
    ACCOUNTS
  • Average Account Value
    $388,462
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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