David Shechtman
Investment adviser representative at Meeder Public Funds, Inc.
11 yearsExperience
2 statesRegistered in
$70.2BFirm assets
36 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Meeder Public Funds, Inc.Jan 2026 to now
- Hilltop Securities Inc.Oct 2023 to Jan 2026
- J.P. Morgan Securities LLCDec 2020 to Oct 2023
- JPMorgan Chase Bank, N.A.Dec 2020 to Oct 2023
- Tom FerryAug 2020 to Nov 2020
- UnemployedJun 2020 to Jul 2020
- Pegasus Pain ManagementJan 2020 to May 2020
- Veritas Home HealthOct 2019 to Jan 2020
- Mexican Bar CompanyJul 2019 to Mar 2020
- MyutilitiesJan 2019 to Jun 2019
- UnemployedDec 2018 to Dec 2018
- Lincoln Financial Advisors CorporationJul 2018 to Nov 2018
- Mylestone PlansJun 2018 to Nov 2018
- Els Wealth ManagementOct 2017 to May 2018
- The KeeperJun 2017 to Jun 2018
- Lincoln Financial AdvisorsApr 2016 to May 2018
- SambucaJun 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Meeder Public Funds, Inc.
$70.2BAssets managed
582Clients
17Advisers
36 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
- 6635680
- Firm CRD
- 106816