David Joseph Pagliaro
Investment adviser representative at Meeder Advisory Services, Inc.
21 yearsExperience
1 stateRegistered in
$2.9BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Meeder Advisory Services, Inc.Jan 2026 to now
- Meeder Investment ManagementJan 2026 to now
- Frank Russell CompanyOct 2005 to Jan 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (OH).
Meeder Advisory Services, Inc.
Legal name: Meeder Advisory Services, Inc
$2.9BAssets managed
3,636Clients
19Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4101533
- Firm CRD
- 106814