Christopher Fredo, financial advisor Hyannis MA

Christopher Fredo

CRD Number: 2794711
Current Firm: Eagle Strategies LLC

Christopher Fredo (CRD# 2794711) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Barnstable High School Hyannis, MA Mar 2024 - Current < 1
Eagle Strategies LLC Hyannis, MA Dec 2015 - Current 8
New York Life Ins Waltham, MA Feb 2004 - Current 20
Nylife Securities Boston, MA Feb 2004 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
Contact Info for Christopher M. Fredo
Phone Number: (888) 695-3245
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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