Neil Patel
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.Jun 2025 to now
- The Ohio State UniversityAug 2024 to May 2025
- Medical Leave of AbsenceMay 2023 to Jul 2024
- Total Care TherapyDec 2022 to Mar 2023
- Medical Leave of AbsenceAug 2020 to Nov 2022
- Just InvestMay 2020 to Aug 2020
- The Ohio State UniversityAug 2017 to May 2020
- Olentangy Liberty High SchoolAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8142845
- Firm CRD
- 106814