Frederick Wadler (CRD# 1418888) is an Investment Advisor Representative working at Golden Eagle Capital Advisors, Inc. in New Canaan, CT and has over 2 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nylife Securities LLC | White Plains, NY | Jul 2017 - Current | 6 |
| New York Life Insurance Company | White Plains, NY | Mar 2017 - Current | 7 |
| Quaker Ridge Capital Management | New York, NY | Jun 2015 - Mar 2017 | 1 |
| Twin Lakes Global | New York, NY | Oct 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- NY
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$1,586,479
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
DC, NY
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