Unclaimed Profile

Fredric Porter Lutcher

TANDEM INVESTMENT PARTNERS, LLC·PRINCETON, New Jersey

Series 7, Series 63, Series 65Clean record23 years registeredTANDEM INVESTMENT PARTNERS, LLC

29 EMMONS DRIVE, PRINCETON, NJ 08540-5919CRD# 1021667Firm CRD# 172309

Profile Verification

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

Identity

Fredric Porter Lutcher · PRINCETON, NJ

Registration

CRD #1021667 · TANDEM INVESTMENT PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TANDEM INVESTMENT PARTNERS, LLC

TANDEM INVESTMENT PARTNERS, LLC

Aug 2014 – May 2023

PRINCETON, NJ

TANDEM WEALTH ADVISORS

Jun 2011 – Sep 2014

PHOENIX, AZ

DUMONT & BLAKE INVESTMENT ADVISORS LLC

Mar 2003 – Jul 2011

PRINCETON, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 12, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TANDEM INVESTMENT PARTNERS, LLC

CRD 172309 · SEC 801-121703

AUM

$159M

Regulatory assets under management

Employees

423 client accounts

Services offered by TANDEM INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TANDEM INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Fredric Porter Lutcher offer?

Fredric Porter Lutcher specializes in Investment Management, Fee-Only Advisory.

What are Fredric Porter Lutcher's credentials?

Fredric Porter Lutcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Fredric Porter Lutcher located?

Fredric Porter Lutcher is based in PRINCETON, New Jersey, last registered with TANDEM INVESTMENT PARTNERS, LLC.

How does Fredric Porter Lutcher charge for services?

Fredric Porter Lutcher'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 TANDEM INVESTMENT PARTNERS, LLC?

TANDEM INVESTMENT PARTNERS, LLC has approximately 3 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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