Fredric Powell, financial advisor Covington KY
93 score

Fredric Powell

CRD Number: 3030052
Current Firm: Strategic Advisers, Inc.

Fredric Powell (CRD# 3030052) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Covington, KY Jun 2014 - Current 2
Pnc Investments Pittsburgh, PA Aug 2013 - Apr 2014 < 1
Pnc Bank Cincinnati, OH Aug 2013 - Apr 2014 < 1
Key Bank Dayton, OH Feb 2007 - Jul 2013 6
Key Investment Services Dayton, OH Feb 2007 - Jul 2013 6
Fifth Third Securities Fairfield, OH Feb 2001 - Feb 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
S63 Uniform Securities State Law Examination Apr 1998
Contact Info for Fredric D. Powell
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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