Unclaimed Profile

Fredric Edward Weldon

POLARIS ADVISORS, LLC·FRAMINGHAM, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 65CFAClean record22 years registeredPOLARIS 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 · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POLARIS ADVISORS, LLC

POLARIS ADVISORS, LLC

Oct 2003 – May 2023

FRAMINGHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 8, 2003

Years registered · 22

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POLARIS ADVISORS, LLC

CRD 127217 · SEC 801-63453

AUM

$176M

Regulatory assets under management

Employees

347 client accounts

Services offered by POLARIS ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at POLARIS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Fredric Edward Weldon offer?

Fredric Edward Weldon specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Fredric Edward Weldon's credentials?

Fredric Edward Weldon holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Fredric Edward Weldon located?

Fredric Edward Weldon is based in FRAMINGHAM, Massachusetts, last registered with POLARIS ADVISORS, LLC.

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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