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Fredric Edward Weldon

POLARIS ADVISORS, LLC·FRAMINGHAM, Massachusetts
Clean recordPOLARIS ADVISORS, LLC
615 CONCORD ST., FRAMINGHAM, MA 01702CRD# 2351652Firm CRD# 127217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Fredric Edward Weldon · FRAMINGHAM, MA
Registration
CRD #2351652 · POLARIS ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Fredric Edward Weldon is a registered financial advisor based in FRAMINGHAM, Massachusetts, affiliated with POLARIS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
POLARIS ADVISORS, LLC
POLARIS ADVISORS, LLC
AUM
$176M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at POLARIS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2351652
Firm CRD# 127217
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Fredric Edward Weldon offer?
Fredric Edward Weldon specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FRAMINGHAM, Massachusetts for a consultation.
What are Fredric Edward Weldon's credentials?
Fredric Edward Weldon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fredric Edward Weldon located?
Fredric Edward Weldon is based in FRAMINGHAM, Massachusetts, working with POLARIS ADVISORS, LLC. Their office serves clients in the FRAMINGHAM metropolitan area and surrounding communities.
How does Fredric Edward Weldon charge for services?
Fredric Edward Weldon'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 POLARIS ADVISORS, LLC?
POLARIS ADVISORS, LLC has approximately 5 employees and manages $176M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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Research
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