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FH

Frederick M. Hanish

OLD DRAKE
Missouri City, TX
Some features on this profile are disabled
CRD#: 1005233
FH

Professional summary


Frederick Michael Hanish is a registered financial advisor currently at OLD DRAKE, LLC located in Missouri City, Texas.

Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Frederick has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Midwest Land Group, LLC; not investment-related; farmland business; Land Agent; started 7/2024.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Frederick Michael Hanish's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 22, 2022 - Present

OLD DRAKE, LLC

RIA
CRD#: 318720
Missouri City, TX
Past

March 18, 2020 - December 31, 2021

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
HOUSTON, TX
Past

September 16, 2016 - July 10, 2017

SGMA CAPITAL MARKETS LIMITED

BD
CRD#: 135327
The Woodlands, TX
Past

March 22, 2016 - August 15, 2016

MERRIMAN CAPITAL, INC.

BD
CRD#: 18296
NEW YORK, NY
Past

October 9, 2015 - March 18, 2020

REPUBLIC WEALTH ADVISORS

RIA
CRD#: 114305
HOUSTON, TX
Past

December 19, 2014 - September 25, 2015

AVALON INVESTMENT & ADVISORY

RIA
CRD#: 112556
HOUSTON, TX
Past

December 19, 2014 - September 25, 2015

AVALON WEALTH MANAGEMENT LLC

BD
CRD#: 162745
HOUSTON, TX
Past

April 21, 2014 - March 30, 2015

H.I.P. WEALTH ADVISORS, LLC

RIA
CRD#: 170556
MARBLE FALLS, TX
Past

October 28, 2011 - July 7, 2014

DOMINION PORTFOLIO MANAGEMENT, INC.

RIA
CRD#: 106918
MARBLE FALLS, TX
Past

August 20, 2008 - December 31, 2012

DOMINION INVESTOR SERVICES, INC.

BD
CRD#: 21548
HORSESHOE BAY, TX
Past

March 21, 1995 - May 31, 2007

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
ORLANDO, FL
Past

September 12, 1989 - June 14, 1990

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN
Past

January 17, 1986 - May 18, 1988

LEXINGTON FUNDS DISTRIBUTOR, INC.

BD
CRD#: 8194
SCOTTSDALE, AZ
Past

August 23, 1981 - December 9, 1985

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/22/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/12/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


OD
OLD DRAKE, LLC
OLD DRAKE, LLC

CRD#: 318720 / SEC#:

Texas
Registered Investment Advisory firm - (3/22/2022 Approved)
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Contact information


Main Address
Missouri City, TX
Mailing Address
Phone number
(713) 208-9683
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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Company Information


OLD DRAKE, LLC

CRD#: 318720Missouri City, TX

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Contact information


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