Frederick Hepfer (CRD# 2533083) is an Investment Advisor Representative working at Citizens Securities, Inc. in Clifton Park, NY and has over 24 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Clifton Park, NY | May 2021 - Current | 3 |
M&t Securities | Schenectady, NY | Jun 2019 - May 2021 | 1 |
Key Investment Services LLC | Albany, NY | Jul 2014 - Jun 2019 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- MO
- NY
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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