FP
FP

Frederick Charles Peters

10 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
3,147 clients
Average Client Portfolio
$459K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Loading...

Location

37 West Ave, Suite 301, Wayne, PA, 19087

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Frederick is a director at Bryn Mawr Bank Corp since 2001 and Paycom Software Inc since 2014, dedicating a few hours per week to each role.

Employment History
Current Registrations
Alden Capital
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Bluestone Capital Management, LLC
January 2015 - February 2020 · 5 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.