Christopher E. Mediate

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES

Canfield, OH 44406

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CRD#: 7612308

Professional summary

Christopher Edward Mediate, who also goes by Chris Mediate, is a registered financial advisor currently at MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC located in Canfield, Ohio.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Christopher has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Mediate

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.

MEDIATE FINANCIAL SERVICES, INC.; INVESTMENT RELATED; SAME OFFICE ADDRESS; FINANCIAL ASSOCIATE/INSURANCE AGENT; START DATE: 8/2013; SPENDS APPROX 70 HRS/MTH, SAME DURING TRADING HOURS; MARKETING AND CLIENT RELATIONS AND INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Edward Mediate'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

August 15, 2022 - Present

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC

Office #1: 6674 Tippecanoe Rd Suite 6, Canfield, OH 44406

RIA

CRD#: 158134

Canfield, OH

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
(8/15/2022)

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

State Security Law Exam

IAR

Series 65

Date: 7/8/2022

Uniform Investment Adviser Law Examination

Current Firm

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC | MFS INVESTMENT ADVISORY SERVICES, LLC | MEDIATE FINANCIAL SERVICES, INC.

CRD#: 158134 / SEC#:

Ohio

Registered Investment Advisory firm - (8/19/2011 Approved)

Pennsylvania

Registered Investment Advisory firm - (10/5/2018 Approved)

Texas

Registered Investment Advisory firm - (3/18/2020 Conditional Restricted)

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Contact information

Main Address

6674 Tippecanoe Rd Suite 6, Canfield, OH 44406

Mailing Address

Phone number

(330) 702-3556

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	616
AUM (Assets Under Management)	$ 66,950,662

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.

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Christopher E. Mediate

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Edward Mediate's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2022

Current Firm

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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