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Andrew Robbins

24 Years of Experience

Andrew Robbins is a registered investment advisor at Meeder Public Funds, INC., based in Dublin, OH, with 24 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 447 clients with $64B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
447 clients
Average Client Portfolio
$143.5M average
Assets Under Management
$64.1B

Fee Structure

Investment management only (planning not offered)

Meeder Public Funds charges fees based on a percentage of the assets they manage. The specific fee is negotiable and depends on factors like the types of investments, the size of the portfolio, and the client relationship. For some clients, they offer flat fee arrangements. Fees are typically calculated and billed monthly, but quarterly billing is available.

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Location

6125 Memorial Drive, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Meeder Public Funds, INC.
February 2026 - Present · 2 mos
Moreton Asset Management, LLC
May 2019 - Present · 6 yrs 11 mos
Previous Registrations
Moreton Capital Markets, LLCBroker
October 2013 - December 2019 · 6 yrs 2 mos
Moreton Asset Management, LLC
March 2012 - December 2018 · 6 yrs 9 mos
Contango Capital Advisors, INC.
September 2009 - March 2012 · 2 yrs 6 mos
Zions Bank Liquid Asset Management
August 2009 - December 2009 · 4 mos
Contango Capital Advisors, INC.
December 2007 - August 2009 · 1 yr 8 mos
Zions Direct, INC.Broker
January 2002 - March 2012 · 10 yrs 2 mos
State Registrations8 states
AZCOIDMTNVUTWAWY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrew Robbins - Financial Advisor | TrueAdvisor