Unclaimed Profile

Alfred Sears

FMF&E WEALTH MANAGEMENT, LLC·SYRACUSE, New York

Series 7, Series 63, Series 65Clean record22 years registeredFMF&E WEALTH MANAGEMENT, LLC

125 EAST JEFFERSON STREET, SYRACUSE, NY 13202CRD# 4554558Firm CRD# 125721

Profile Verification

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

Identity

Alfred Sears · SYRACUSE, NY

Registration

CRD #4554558 · FMF&E WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FMF&E WEALTH MANAGEMENT, LLC

BAM ADVISOR SERVICES, LLC

Mar 2007 – May 2018

ST. LOUIS, MO

BUCKINGHAM STRATEGIC WEALTH

Mar 2007 – May 2018

ST LOUIS, MO

BAM ADVISOR SERVICES LLC

Jan 2006 – Mar 2007

ST. LOUIS, MO

BUCKINGHAM ASSET MANAGEMENT INC

Feb 2004 – Mar 2007

CLAYTON, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 18, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FMF&E WEALTH MANAGEMENT, LLC

CRD 125721 · SEC 801-66983

AUM

$358M

Regulatory assets under management

Employees

692 client accounts

Services offered by FMF&E WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FMF&E WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Alfred Sears offer?

Alfred Sears specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Alfred Sears's credentials?

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

Where is Alfred Sears located?

Alfred Sears is based in SYRACUSE, New York, last registered with FMF&E WEALTH MANAGEMENT, LLC.

How does Alfred Sears charge for services?

Alfred Sears'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 FMF&E WEALTH MANAGEMENT, LLC?

FMF&E WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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