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Patrick Woods Fremont

FREMONT WEALTH MANAGEMENT, LP·SOUTHPORT, Connecticut
Series 65Clean record31 years registeredFREMONT WEALTH MANAGEMENT, LP
200 PEQUOT AVENUE, SOUTHPORT, CT 06890CRD# 2267946Firm CRD# 106503

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Woods Fremont · SOUTHPORT, CT
Registration
CRD #2267946 · FREMONT WEALTH MANAGEMENT, LP · 31 years registered
Brand Profile
Not yet started
01

Career History

FREMONT WEALTH MANAGEMENT, LP
Apr 2009 – present
SCHWARTZ & HOFFLICH CAPITAL MANAGEMENT, L.P.
Feb 1995 – Dec 2007
NORWALK, CT
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 24, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FREMONT WEALTH MANAGEMENT, LP
CRD 106503 · SEC 801-48291
AUM
$28M
Regulatory assets under management
Employees
1
128 client accounts
Services offered by FREMONT WEALTH MANAGEMENT, LP
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at FREMONT WEALTH MANAGEMENT, LP →
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05

Frequently Asked Questions

What services does Patrick Woods Fremont offer?
Patrick Woods Fremont specializes in Investment Management. Contact their office in SOUTHPORT, Connecticut for a consultation.
What are Patrick Woods Fremont's credentials?
Patrick Woods Fremont is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Woods Fremont located?
Patrick Woods Fremont is based in SOUTHPORT, Connecticut, working with FREMONT WEALTH MANAGEMENT, LP. Their office serves clients in the SOUTHPORT metropolitan area and surrounding communities.
How does Patrick Woods Fremont charge for services?
Patrick Woods Fremont's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FREMONT WEALTH MANAGEMENT, LP?
FREMONT WEALTH MANAGEMENT, LP has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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