CRD: 158134
Mediate Financial Investment Advisory Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- SummitSignal +more
- Established Date
- 08-19-2011
- Office Locations
- 1
Office Locations
About Mediate Financial Investment Advisory Services, LLC
Mediate Financial Investment Advisory Services (Canfield, OH) provides retirement-focused financial planning and wealth management, built around its 3-step Clear View Retirement Plan and client education through seminars and a Clearview Finance media library. Portfolios emphasize asset allocation/active management using ETFs and mutual funds, with Charles Schwab as a primary custodian. The firm has strong local reach via WKBN/WFMJ TV segments and a weekly radio show, and is a Vindicator Readers' Choice winner.
Team overview
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Platform
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Owner & Executives
CHRISTOPHER LEE MEDIATE
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2726423
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTOPHER EDWARD MEDIATE
Owner
- CRD
- #7612308
JOHN RYAN
Certified Financial Planner
- CRD
- #7407700
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,811,564 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,811,564 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,811,564
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $986,685,729 | 13.7% |
| Cash | $1,872,542,260 | 26.0% |
| U.S. Government/Agency | $1,375,598,352 | 19.1% |
| Corporate - Investment Grade | $1,598,863,006 | 22.2% |
| Sovereign Bonds | $1,368,396,267 | 19.0% |
| Total | $7,202,085,614 | 100.0% |