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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gabe G Phillips
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
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.
Contact Information
Main Address
6125 Memorial Drive, Dublin, OH 43017Mailing Address
P.o. Box 7177, Dublin, OH 43017Phone Number
(866) 633-3371# of Employees
77SEC notice filing (34 States and Territories)
Registered to provide investment advisory services in 34 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
954AUM (Assets Under Management)
$70,162,169,136Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2025 | Cover Page | Report |
| 08/26/2024 | Cover Page | Report |
| 10/27/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
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.
State Registrations and Notice Filings
(10/12/2025)
(10/22/2025)
(10/12/2025)
(1/30/2024)
(10/12/2025)
(10/12/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed May 2021About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Gabriel G Phillips's CRS (Customer Relationship Summary).
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