Michael Meoli, financial advisor San Diego CA

Michael Meoli

CRD Number: 5909730
Current Firm: Rice Hall James & Associates LLC

Michael Meoli (CRD# 5909730) is an Investment Advisor Representative working at Rice Hall James & Associates LLC in San Diego, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Rice Hall James & Associates, LLC San Diego, CA Mar 2011 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Michael C. Meoli
Phone Number: 619-239-9005
Firm Website: http://www.rhjfunds.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,803
    MILLIONS
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $5,949,803
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CT, FL, GA, IL, IN, LA, MA, MN, MO, NC, NH, NJ, NY, OH, OK, PA, SC, TX, VA, WA, WI

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