Frederick S. Joyce, Jr.

MONEY MANAGER

Wellington, FL

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CRD#: 1192356

Professional summary

Frederick Samuel Joyce, Jr., who also goes by Frederick Samuel Joyce Jr., Frederick Samuel Joyce, Frederick Samuel Joyce,jr., is a registered financial advisor currently at MONEY MANAGER INC. located in Wellington, Florida and EMERSON EQUITY LLC located in Wellington, Florida.

Frederick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Frederick has worked at 9 firms and has passed the Series 65, Series 63, Series 79TO, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Frederick Samuel Joyce Jr. | Frederick Samuel Joyce | Frederick Samuel Joyce,jr.

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.

1). Money Manager Inc.-Investment Related-Registered Investment Advisor-10554 Versailles Blvd, Wellington FL 33449-10 to 40 hours per month during securities trading hours. 3) Safe Harbour Consulting Services LLC-Not Investment Related, 133 Island Drive, Ocean Ridge, FL 33435, Business Development, Managing Member, provide consulting services to assist firms in business development & growth, 5 - 40 hrs per month, 0 hrs during securities trading hours, 10/2025.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick Samuel Joyce, Jr.'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

December 18, 2019 - Present

MONEY MANAGER INC.

RIA

CRD#: 171034

Wellington, FL

Current

March 31, 2020 - Present

EMERSON EQUITY LLC

Office #1: 10554 Versailles Boulevard, Wellington, FL 33449

RIA

CRD#: 130032

Wellington, FL

Past

May 8, 2010 - March 23, 2018

MANAGED ACCOUNT SERVICES, LLC

CRD#: 133803

BOCA RATON, FL

Past

March 22, 2006 - May 12, 2010

JESUP & LAMONT SECURITIES CORP

CRD#: 39056

BOCA RATON, FL

Past

November 4, 2002 - September 21, 2017

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

RIA

CRD#: 120420

BOCA RATON, FL

Past

August 31, 1993 - March 6, 2006

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

October 3, 1988 - September 9, 1993

DOMINICK & DICKERMAN LLC

CRD#: 7344

OLD GREENWICH, CT

Past

January 12, 1988 - October 4, 1988

DOMIK CORP.

CRD#: 223

Past

November 22, 1983 - January 1, 1988

JW GENESIS CLEARING CORP.

CRD#: 6631

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/31/2020)

IAR

Florida
(12/18/2019)

Florida
(3/31/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/21/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/23/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MONEY MANAGER INC.

CRD#: 171034 / SEC#:

Florida

Registered Investment Advisory firm - (10/3/2014 Approved)

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Contact information

Main Address

Wellington, FL

Mailing Address

Phone number

(561) 832-3275

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 28,140,905

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.

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Frederick S. Joyce, Jr.

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick Samuel Joyce, Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERSON EQUITY LLC

MANAGED ACCOUNT SERVICES, LLC

JESUP & LAMONT SECURITIES CORP

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

ADVEST, INC.

DOMINICK & DICKERMAN LLC

DOMIK CORP.

JW GENESIS CLEARING CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/1994

Series 63

Date: 12/16/1983

Series 79TO

Date: 1/2/2023

Series 7TO

Date: 1/2/2023

SIE

Date: 3/23/2018

Series 7

Date: 11/19/1983

Series 24

Date: 1/2/2023

FINRA

Current Firm

MONEY MANAGER INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MONEY MANAGER INC.

TRUST BUT VERIFY

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