Fredrick Dufresne, financial advisor Montpelier VT
93 score

Fredrick Dufresne

CRD Number: 3053698
Current Firm: Sentinel Asset Management, Inc.

Fredrick Dufresne (CRD# 3053698) is an Investment Advisor Representative working at Sentinel Asset Management, Inc. in Montpelier, VT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Sentinel Financial Services Company Montpelier, VT Jan 2015 - Current 1
Equity Services Inc. Montpelier, VT May 2013 - Jan 2015 1
Lpl Burlington, VT Dec 2011 - May 2013 1
Vermont Fcu South Burlington, VT Jan 2010 - May 2013 3
Cuna Mutual Insurance Society Waverly, IA Mar 2009 - Jan 2010 < 1
Cuna Brokerage Services, Inc. Waverly, IA Mar 2009 - Jan 2010 < 1
Woodbury Financial Services Inc. Burlington, VT Oct 2008 - Mar 2009 < 1
Bancnorth Investment Group, Inc. St. Cloud, MN Nov 2005 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Fredrick P. Dufresne
Phone Number: 800-282-3863
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    27,323
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $1,011,962,963
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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
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, VI, 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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