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Shaun Patrick Fedder

CLIENT 1ST ADVISORY GROUP LLC·CLEARWATER, Florida
Clean recordCLIENT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shaun Patrick Fedder is a registered financial advisor based in CLEARWATER, Florida, affiliated with CLIENT 1ST ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CLIENT 1ST ADVISORY GROUP LLC
CLIENT 1ST ADVISORY GROUP
AUM
$349M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6643334
Firm CRD# 167790
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shaun Patrick Fedder offer?
Shaun Patrick Fedder specializes in Financial Planning, Investment Management. Contact their office in CLEARWATER, Florida for a consultation.
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, working with CLIENT 1ST ADVISORY GROUP LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
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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