David John Boldger
Investment adviser representative at Meeder Advisory Services, Inc.
11 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
11 years in the industry.
- Meeder Advisory Services, Inc.Aug 2026 to now
- Meeder Distribution Services, Inc.Aug 2026 to now
- Hines Private Wealth Solutions LLCSep 2024 to Aug 2026
- Voya Investment Management Co. LLCMay 2023 to Sep 2024
- Voya Investments Distributor, LLCMay 2023 to Sep 2024
- InvescoJan 2020 to Apr 2023
- J.P. Morgan Securites, LLCJun 2019 to Dec 2019
- JPMorgan Chase Bank, N.A.Jun 2019 to Dec 2019
- UnemployedMay 2019 to May 2019
- Edward JonesJan 2017 to Apr 2019
- Yaga's/tsunamiMay 2016 to Nov 2016
- Texas A-m UniversityJan 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6732986
- Firm CRD
- 106814