Christopher Edward Mediate
Investment adviser representative at Mediate Financial Investment Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$106.4MFirm assets
Under 1 yearFirm 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.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Mediate Financial Investment Advisory Services, LLCAug 2022 to now
- Mediate Financial Services, Inc.Aug 2013 to now
- Ohio UniversityAug 2017 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mediate Financial Investment Advisory Services, LLC
$106.4MAssets managed
354Clients
3Advisers
Under 1 yearIn 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
- 7612308
- Firm CRD
- 158134