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Chris Joseph Engel

Investment adviser representative at Meeder Advisory Services, Inc.
17 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

17 years in the industry.

  1. Meeder Advisory Services, Inc.Apr 2019 to now
  2. Advisors Capital Management, LLCAug 2017 to Apr 2019
  3. Quasar Distributors, LLCDec 2015 to Aug 2017
  4. Horizon Investments LLCJul 2009 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010
  • Series 63 · Uniform Securities Agent State Law2016

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
4447527
Firm CRD
106814
Advisor's SEC record (opens in a new tab)
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