Joseph T. Tocyloski

MEEDER ADVISORY SERVICES

Dublin, OH 43017

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CRD#: 1389091

Professional summary

Joseph Thomas Tocyloski is a registered financial advisor currently at MEEDER ADVISORY SERVICES, INC. located in Dublin, Ohio and MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Joseph has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

J Lor Fashions Inc., boutique, non-investment related, 9315 Ventnor Avenue, owner, financial interest, business run by friend, started August 2014, no hours devoted to the business during or after trading hours. JSL Associates, LLC, real estate, non-investment related, 143 Jeremy Lane, Manahawkin, NJ 08050. The LLC owns 1 property, started June 2004, no hours devoted to the business during or after trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Thomas Tocyloski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 27, 2017 - Present

MEEDER ADVISORY SERVICES, INC.

Office #1: 6125 Memorial Dr, Dublin, OH 43017

RIA

CRD#: 106814

Dublin, OH

Current

November 4, 2016 - Present

MEEDER DISTRIBUTION SERVICES, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017-9767

CRD#: 36773

Dublin, OH

Past

October 26, 1989 - February 4, 2016

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NEW YORK, NY

Past

August 16, 1985 - March 3, 1986

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEEDER ADVISORY SERVICES, INC.

MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA

Registered Investment Advisory firm - (10/23/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Ohio
(11/4/2016)

IAR

Ohio
(2/27/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/1/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/2/1985

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

MEEDER ADVISORY SERVICES, INC.

MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA

Registered Investment Advisory firm - (10/23/1991 Approved)

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Contact information

Main Address

6125 Memorial Dr, Dublin, OH 43017

Mailing Address

P. O. Box 7177, Dublin, OH 43017

Phone number

(866) 633-3371

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MEEDER ADVISORY SERVICES, INC. - 2025 BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts	3,800
AUM (Assets Under Management)	$ 2,088,369,039

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Joseph T. Tocyloski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Thomas Tocyloski's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEEDER DISTRIBUTION SERVICES, INC.

ALLIANCEBERNSTEIN INVESTMENTS, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MEEDER ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/1/2004

SIE

Date: 10/1/2018

Series 6

Date: 8/2/1985

FINRA

Current Firm

MEEDER ADVISORY SERVICES, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEEDER ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Contact information

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