Fred Botek (CRD# 4360854) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 22 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
St. Clair Advisors LLC | Mayfield Heights, OH | Feb 2018 - Current | 6 |
Cm Wealth Advisors, Inc. | Pepper Pike, OH | Sep 2015 - Jan 2018 | 2 |
Linsco / Private Ledger Corp. | Cleveland, OH | Mar 2005 - Sep 2015 | 10 |
Self Employed | Willoughby Hills, OH | Mar 2003 - Sep 2015 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2002 |
S65 | NASAA Investment Advisors Law Examination | Sep 2001 |
- FL
- OH
- TX
-
Total Assets Under Management872MILLIONS
-
Total Number of Accounts536ACCOUNTS
-
Average Account Value$1,626,854
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, OH, TX
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