Carl Friedrich (CRD# 2588466) is an Investment Advisor Representative working at Fcci Consulting, LLC in Melville, NY and has over 28 years of experience in the finance industry. Carl Friedrich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Excelsior Investment Advisors, LLC | Melville, NY | Jan 2021 - Current | 3 |
| Fcci Consulting, LLC | Melville, NY | Mar 2019 - Current | 5 |
| Fce Group | Lake Success, NY | Feb 2014 - Mar 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- NY
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Total Assets Under Management171MILLIONS
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Total Number of Accounts3ACCOUNTS
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Average Account Value$56,938,868
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
NY
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