Frederick Scheeler, financial advisor Morristown NJ

Frederick Scheeler

CRD Number: 4611216
Current Firm: Private Advisor Group, LLC

Frederick Scheeler (CRD# 4611216) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 20 years of experience in the finance industry. Frederick Scheeler 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.

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Professional Designations
Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Aug 2019 - Current 4
Lpl Financial LLC West Chester, OH Jul 2019 - Current 4
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2014 - Jul 2019 5
Northwestern Mutual Investment Services, LLC West Chester, OH Oct 2009 - Jul 2019 9
Northwestern Mutual Life Insurance Company Cincinnati, OH Jun 2006 - Jul 2019 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Frederick L. Scheeler
Phone Number: 973-538-7010
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, WY

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