Gabriel G. Phillips
Professional summary
Gabriel G Phillips, who also goes by Gabe G Phillips, is a registered financial advisor currently at MEEDER PUBLIC FUNDS, INC. located in Dublin, Ohio.
Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gabriel has worked at 2 firms and has passed the Series 65, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gabriel G Phillips's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2024 - Present
MEEDER PUBLIC FUNDS, INC.
Office #1: 6125 Memorial Drive, Dublin, OH 43017May 19, 2021 - September 21, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
MEEDER PUBLIC FUNDS, INC.
CRD#: 106816 / SEC#: 801-37125
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/12/2025)
(10/22/2025)
(10/12/2025)
(1/30/2024)
(10/12/2025)
(10/12/2025)
Exams
Series 6TO
Date: 5/19/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
MEEDER PUBLIC FUNDS, INC.
CRD#: 106816 / SEC#: 801-37125
Contact information
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 781 |
| AUM (Assets Under Management) | $ 59,252,706,118 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2024 | ||
| 10/27/2023 |
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.
