Unclaimed Profile

Shaun Patrick Fedder

CLIENT 1ST ADVISORY GROUP LLC·CLEARWATER, Florida

Series 6510 years registeredCLIENT 1ST ADVISORY GROUP LLC

611 DRUID ROAD E., CLEARWATER, FL 33756CRD# 6643334Firm CRD# 167790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shaun Patrick Fedder · CLEARWATER, FL

Registration

CRD #6643334 · CLIENT 1ST ADVISORY GROUP LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLIENT 1ST ADVISORY GROUP LLC

CLIENT 1ST ADVISORY GROUP

Jun 2016 – Jan 2019

Vero Beach, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 14, 2016

Years registered · 10

Disclosure History

2019Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CLIENT 1ST ADVISORY GROUP LLC

CRD 167790 · SEC 801-78052

AUM

$349M

Regulatory assets under management

Employees

825 client accounts

Services offered by CLIENT 1ST ADVISORY GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLIENT 1ST ADVISORY GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Shaun Patrick Fedder offer?

Shaun Patrick Fedder specializes in Financial Planning, Investment Management.

What are Shaun Patrick Fedder's credentials?

Shaun Patrick Fedder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shaun Patrick Fedder located?

Shaun Patrick Fedder is based in CLEARWATER, Florida, last registered with CLIENT 1ST ADVISORY GROUP LLC.

How does Shaun Patrick Fedder charge for services?

Shaun Patrick Fedder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLIENT 1ST ADVISORY GROUP LLC?

CLIENT 1ST ADVISORY GROUP LLC has approximately 6 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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