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FF

Frederick T. Fereday

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CRD#: 1148605
FF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Frederick Theodore Fereday III, who also goes by F T Fereday Mr, Fred T Fereday, Fred Theodore Fereday, Frederick Theodore Fereday, was a registered financial professional .

Frederick is a previously registered financial professional and started their career in finance in 1983. Frederick had worked at 6 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


F T Fereday Mr | Fred T Fereday | Fred Theodore Fereday | Frederick Theodore Fereday

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 19, 2022 - December 31, 2022

FEREDAY INVESTMENTS INC.

RIA
CRD#: 135722
SANTA BARBARA, CA
Past

March 6, 2020 - December 31, 2021

FEREDAY INVESTMENTS INC.

RIA
CRD#: 135722
SANTA BARBARA, CA
Past

January 10, 2014 - December 31, 2019

FEREDAY INVESTMENTS INC.

RIA
CRD#: 135722
SANTA BARBARA, CA
Past

March 10, 2003 - December 31, 2013

FEREDAY INVESTMENTS INC.

RIA
CRD#: 135722
SANTA BARBARA, CA
Past

May 19, 1989 - April 29, 1991

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

December 8, 1988 - May 30, 1989

TALLEY, MCNEIL & CO., INC.

BD
CRD#: 16528
Past

November 24, 1987 - November 17, 1988

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

October 31, 1983 - November 21, 1983

BORDEN SECURITIES COMPANY

BD
CRD#: 10435
Past

October 25, 1983 - November 30, 1987

SUTRO & CO. INCORPORATED

BD
CRD#: 801

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/19/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FI
FEREDAY INVESTMENTS INC.
FEREDAY INVESTMENT INC. | FEREDAY INVESTMENTS INC.

CRD#: 135722 / SEC#:

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Contact information


Main Address
Santa Barbara, CA
Mailing Address
Phone number
(805) 964-7818
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 1,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FEREDAY INVESTMENTS INC.

CRD#: 135722

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