Unclaimed Profile

Frederic Meister Smoak

EUCLID INVESTMENT ADVISORY, LLC·BETHESDA, Maryland

Series 65Clean record17 years registeredEUCLID INVESTMENT ADVISORY, LLC

4701 SANGAMORE ROAD, BETHESDA, MD 20816CRD# 2101684Firm CRD# 116740

Profile Verification

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

Identity

Frederic Meister Smoak · BETHESDA, MD

Registration

CRD #2101684 · EUCLID INVESTMENT ADVISORY, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EUCLID INVESTMENT ADVISORY, LLC

EUCLID INVESTMENT ADVISORY, LLC

Aug 2008 – Nov 2023

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 25, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EUCLID INVESTMENT ADVISORY, LLC

CRD 116740 · SEC 801-60766

AUM

$70M

Regulatory assets under management

Employees

74 client accounts

Services offered by EUCLID INVESTMENT ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at EUCLID INVESTMENT ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Frederic Meister Smoak offer?

Frederic Meister Smoak specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Frederic Meister Smoak's credentials?

Frederic Meister Smoak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frederic Meister Smoak located?

Frederic Meister Smoak is based in BETHESDA, Maryland, last registered with EUCLID INVESTMENT ADVISORY, LLC.

How does Frederic Meister Smoak charge for services?

Frederic Meister Smoak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EUCLID INVESTMENT ADVISORY, LLC?

EUCLID INVESTMENT ADVISORY, LLC has approximately 3 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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