MZ
Mikel M. Zeidenstein
MEEDER ADVISORY SERVICES
Dublin, OH 43017
Some features on this profile are disabled
CRD#: 6830206
MZ
Professional summary
Mikel M Zeidenstein is a registered financial advisor currently at MEEDER ADVISORY SERVICES, INC. located in Dublin, Ohio.
Mikel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Mikel has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.
SHORE MORGAN YOUNG WEALTH STRATEGIES POSITION: CIO NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/10/2017 ADDRESS: 29 S High St Ste A, New Albany OH 43054, United States DESCRIPTION: Portfolio analysis, portfolio review preparing, trading, heading investment committee, fund manager interaction, client servicing PRIVATE WEALTH STRATEGIES, L.L.C. POSITION: CIO NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/24/2018 ADDRESS: 29 S High St Ste A, New Albany OH 43054, United States DESCRIPTION: Portfolio analysis, portfolio review preparing, trading, heading investment committee, fund manager interaction, client servicing
CRS (Client Relationship Summary) - RIA
Click below to view Mikel M Zeidenstein'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®
NoneExperience
Current
March 19, 2025 - Present
MEEDER ADVISORY SERVICES, INC.
Office #1: 6125 Memorial Dr, Dublin, OH 43017RIA
CRD#: 106814
Dublin, OH
Past
October 30, 2017 - February 22, 2024
LINCOLN INVESTMENT
RIA
CRD#: 519
New Albany, OH
Past
October 20, 2017 - February 22, 2024
LINCOLN INVESTMENT
BD
CRD#: 519
New Albany, OH
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(3/19/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
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.
