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DS

David Shechtman

MEEDER PUBLIC FUNDS
Dublin, OH 43017
Some features on this profile are disabled
CRD#: 6635680
DS

Professional summary

David Shechtman is a registered financial advisor currently at MEEDER PUBLIC FUNDS, INC. located in Dublin, Ohio and MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. David has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Shechtman's 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

January 12, 2026 - Present

MEEDER PUBLIC FUNDS, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017
RIA
CRD#: 106816
Dublin, OH
Current

January 12, 2026 - Present

MEEDER DISTRIBUTION SERVICES, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017
BD
CRD#: 36773
Dublin, OH
Past

March 5, 2024 - January 26, 2026

HILLTOP SECURITIES ASSET MANAGEMENT, LLC

RIA
CRD#: 110760
DALLAS, TX
Past

March 1, 2024 - May 19, 2025

HILLTOP SECURITIES INC.

RIA
CRD#: 6220
DALLAS, TX
Past

October 31, 2023 - January 26, 2026

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

May 7, 2021 - November 7, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
DALLAS, TX

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".
MP
MEEDER PUBLIC FUNDS, INC.
MEEDER INVESTMENT MANAGEMENT, INC. | UNITED AMERICAN CAPITAL | UACC | PRODUCTIVE PORTFOLIOS, INC. | PRODUCTIVE CAPITAL MANAGEMENT, INC. | PRODUCTIVE CAPITAL MANAGEMENT INC | PATTERSON & ASSOCIATES | MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA
Registered Investment Advisory firm - (8/6/1990 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.
RR
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

RR
Ohio
(1/12/2026)
IAR
Ohio
(1/12/2026)
RR
Texas
(1/12/2026)
IAR
Texas
(1/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/29/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/11/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/29/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/23/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/5/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MP
MEEDER PUBLIC FUNDS, INC.
MEEDER INVESTMENT MANAGEMENT, INC. | UNITED AMERICAN CAPITAL | UACC | PRODUCTIVE PORTFOLIOS, INC. | PRODUCTIVE CAPITAL MANAGEMENT, INC. | PRODUCTIVE CAPITAL MANAGEMENT INC | PATTERSON & ASSOCIATES | MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA
Registered Investment Advisory firm - (8/6/1990 Approved)
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Contact information

Main Address
6125 Memorial Drive, 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
51

SEC notice filing (34 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

MEEDER PUBLIC FUNDS, INC. - 2025 BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts781
AUM (Assets Under Management)$ 59,252,706,118

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/17/2025
Cover Page
Report
08/26/2024
Cover Page
Report
10/27/2023
Cover Page
Report

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 PUBLIC FUNDS, INC.

CRD#: 106816Dublin, OH 43017

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