Unclaimed Profile

Frederic Wheeler

FRIEDENTHAL FINANCIAL, LLC·MARLTON, New Jersey

Series 7, Series 66Clean record17 years registeredFRIEDENTHAL FINANCIAL, LLC

5000 SAGEMORE DRIVE, MARLTON, NJ 08053CRD# 5679832Firm CRD# 150457

Profile Verification

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

Identity

Frederic Wheeler · MARLTON, NJ

Registration

CRD #5679832 · FRIEDENTHAL FINANCIAL, LLC · 17 years registered

Brand Profile

Not yet started

Career History

FRIEDENTHAL FINANCIAL, LLC

Feb 2010 – present

METLIFE SECURITIES INC.

Jul 2009 – Mar 2010

PLYMOUTH MEETING, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 31, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FRIEDENTHAL FINANCIAL, LLC

CRD 150457 · SEC 801-78622

AUM

$165M

Regulatory assets under management

Employees

510 client accounts

Services offered by FRIEDENTHAL FINANCIAL, 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 FRIEDENTHAL FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Frederic Wheeler offer?

Frederic Wheeler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MARLTON, New Jersey for a consultation.

What are Frederic Wheeler's credentials?

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

Where is Frederic Wheeler located?

Frederic Wheeler is based in MARLTON, New Jersey, working with FRIEDENTHAL FINANCIAL, LLC. Their office serves clients in the MARLTON metropolitan area and surrounding communities.

How does Frederic Wheeler charge for services?

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

How large is FRIEDENTHAL FINANCIAL, LLC?

FRIEDENTHAL FINANCIAL, LLC has approximately 6 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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