68
Mediate Financial Investment Advisory Services, LLC registers with the SEC (Canfield, OH)
New SEC-registered adviser · CRD 158134 · 801-136984 · effective 2026-08-21
Effective 2026-08-21. 3 employees (3 advisory), $106M regulatory AUM across 733 accounts. Notice-filed in OH, PA, TX, FL. Limited Liability Company (OH).
Has custody
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance