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FD

Fredric S. Daub

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CRD#: 1339042
FD

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.

Fredric Scott Daub, who also goes by Fred Scott Daub, Fred Daub, was a registered financial professional .

Fredric is a previously registered financial professional and started their career in finance in 1985. Fredric had worked at 16 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fred Scott Daub | Fred Daub

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 21, 2022 - December 31, 2022

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

March 28, 2018 - November 23, 2021

THE LEADERS GROUP, INC.

BD
CRD#: 37157
Coral Gables, FL
Past

March 25, 2015 - January 29, 2018

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

April 18, 2013 - December 31, 2014

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

January 6, 2010 - January 6, 2012

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
BOCA RATON, FL
Past

August 8, 2007 - November 9, 2009

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
BOCA RATON, FL
Past

February 26, 2007 - August 6, 2007

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
FORT LAUDERDALE, FL
Past

June 1, 2004 - December 31, 2006

WAVELAND CAPITAL PARTNERS LLC

BD
CRD#: 40054
FORT LAUDERDALE, FL
Past

June 26, 2003 - June 2, 2004

TOWER SQUARE SECURITIES, INC.

RIA
CRD#: 833
FORT LAUDERDALE, FL
Past

June 19, 2003 - June 2, 2004

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

March 28, 2003 - June 19, 2003

EASTERN POINT ADVISORS INC.

RIA
CRD#: 107123
CORAL SPRINGS, FL
Past

October 6, 2000 - June 19, 2003

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

October 30, 1996 - October 18, 2000

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
ATLANTA, GA
Past

June 4, 1996 - October 21, 1996

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

June 5, 1995 - June 4, 1996

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

September 28, 1993 - June 5, 1995

G.R. STUART & COMPANY, INC.

BD
CRD#: 29101
MAYNARD, MA
Past

January 15, 1993 - September 24, 1993

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

October 7, 1991 - January 27, 1993

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

October 1, 1990 - November 1, 1991

DUNHILL EQUITIES, INC.

BD
CRD#: 21822
GARDEN CITY, NY
Past

August 20, 1985 - October 16, 1990

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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
IAR
Series 66
Date: 8/22/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

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


THE LEADERS GROUP, INC.

CRD#: 37157

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