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Daniel P. Otoole

Some features on this profile are disabled
CRD#: 1710600
DO

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Patrick Otoole was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1990. Daniel had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 7, 2021 - February 3, 2026

MEEDER ADVISORY SERVICES, INC.

RIA
CRD#: 106814
DUBLIN, OH
Past

July 10, 2019 - May 7, 2021

MEEDER ASSET MANAGEMENT, INC.

RIA
CRD#: 105794
DUBLIN, OH
Past

October 27, 2017 - February 3, 2026

MEEDER DISTRIBUTION SERVICES, INC.

BD
CRD#: 36773
DUBLIN, OH
Past

January 4, 2016 - October 20, 2017

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

November 24, 2015 - October 20, 2017

HORIZON INVESTMENTS LLC

RIA
CRD#: 109552
CHARLOTTE, NC
Past

August 8, 2014 - November 4, 2015

ASSETMARK BROKERAGE, LLC

BD
CRD#: 169804
CONCORD, CA
Past

December 3, 2013 - August 15, 2014

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
CONCORD, CA
Past

April 1, 2008 - November 20, 2013

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
CONCORD, CA
Past

July 15, 1998 - November 5, 2015

ASSETMARK, INC.

RIA
CRD#: 109018
CONCORD, CA
Past

May 25, 1995 - April 1, 2008

ASSETMARK CAPITAL CORPORATION

BD
CRD#: 37583
CHICAGO, IL
Past

May 22, 1990 - September 10, 1993

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ

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".
MA
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/13/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/20/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/19/1990
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/8/2009
Investment Company Products/Variable Contracts Principal Examination

Current Firm

MA
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
54

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,800
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.

Company Information

MEEDER ADVISORY SERVICES, INC.

CRD#: 106814

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