Meredith E. Bittle
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.
Meredith Elaine Bittle, CIMA®, who also goes by Meredith Elaine Hall, was a registered financial professional .
Meredith is a previously registered financial professional and started their career in finance in 2012. Meredith had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 22, 2022 - July 1, 2025
FCI ADVISORS
September 18, 2012 - March 12, 2019
IVY DISTRIBUTORS, INC.
September 18, 2012 - September 29, 2020
WADDELL & REED
Primary Firm SEC Registration
FCI ADVISORS
CRD#: 106398 / SEC#: 801-48195
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FCI ADVISORS
CRD#: 106398 / SEC#: 801-48195
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 740 |
| AUM (Assets Under Management) | $ 1,902,330,516 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/30/2025 | ||
| 09/25/2024 | ||
| 12/29/2023 | ||
| 11/29/2022 |
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.
