Frederick G. Ravid

MONEYGROW.COM ®

Denver, CO

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CRD#: 1663791

Professional summary

Frederick Gordon Ravid is a registered financial advisor currently at MONEYGROW.COM ® located in Denver, Colorado.

Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Frederick has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 22, Series 6 and Series 24 exams.

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.

1. PROORGANIC.ORG, SUPPORTS ORGANIC AND LOCAL FOOD PRODUCTION, GARDENING, ETC. THROUGH THE EXCHANGE OF INFORMATION, RECIPES, GARDENING METHODS AND NEWS ABOUT REGULATORY AND FOOD INDUSTRY DEVELOPMENTS. NON-INVESTMENT RELATED, ADDRESS WWW.FACEBOOK.COM/PROORGANIC.ORG; TITLE: CURATOR - PUBLISHING OR REPUBLISHING ARTICLES OF TOPICAL INTEREST IN THE FORM OF A BLOG; START DATE 04/2012; 0 HOURS DEVOTED DURING TRADING HOURS; POSTING ARTICLES RELATED TO THE TOPICS OF INTEREST FOR THE BLOG. 2. RENTAL PROPERTIES - 1454 LACHONA CT ATLANTA GA 30329 AND 907 S EMPORIA ST. DENVER CO 80247; HOMESHARE RENTALS FOR ADULT PROFESSIONAL TENANTS IN THE ATLANTA LOCATION AND & OCCASIONALY AIRBNB GUESTS IN THE DENVER LOCATION; NON-SECURITIES RELATED; OWNER OF THE PROPERTIES LISTED; START DATES - 1996 FOR ATLANTA AND 2016 FOR DENVER. 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS; TAKES CARE OF MAINTENANCE ON A AS-NEEDED BASIS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick Gordon Ravid'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

February 27, 2013 - Present

MONEYGROW.COM ®

RIA

CRD#: 126275

Denver, CO

Past

November 28, 2012 - December 31, 2012

MONEYGROW.COM ®

RIA

CRD#: 126275

ATLANTA, GA

Past

December 21, 2007 - July 19, 2016

LEVEL FOUR FINANCIAL, LLC

RIA

CRD#: 25700

ATLANTA, GA

Past

December 20, 2007 - July 19, 2016

LEVEL FOUR FINANCIAL, LLC

CRD#: 25700

ATLANTA, GA

Past

April 11, 2003 - December 20, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

ATLANTA, GA

Past

September 11, 2002 - December 20, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ATLANTA, GA

Past

September 21, 1998 - September 11, 2002

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

ATLANTA, GA

Past

September 21, 1998 - September 11, 2002

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

July 1, 1993 - September 21, 1998

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

July 7, 1987 - August 3, 1993

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

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

Colorado
(5/5/2016)

IAR

Georgia
(2/27/2013)

IAR

Texas
(6/4/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/10/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/14/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/19/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/15/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/16/1993

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/28/1987

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/2/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/31/1995

General Securities Principal Examination

Current Firm

M®

MONEYGROW.COM ®

CHARTERED FINANCIAL SERVICES, INC. | MONEYGROW® | MONEYGROW.COM ® | MONEYGROW, INC.

CRD#: 126275 / SEC#:

Colorado

Registered Investment Advisory firm - (5/5/2016 Approved)

Georgia

Registered Investment Advisory firm - (2/27/2013 Approved)

Louisiana

Registered Investment Advisory firm - (11/8/2023 Terminated)

Texas

Registered Investment Advisory firm - (5/25/2022 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Denver, CO

Mailing Address

Phone number

(404) 245-7900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 12,828,484

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Frederick G. Ravid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick Gordon Ravid's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEYGROW.COM ®

LEVEL FOUR FINANCIAL, LLC

LEVEL FOUR FINANCIAL, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

CADARET, GRANT & CO., INC.

EQUITY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/1994

Series 63

Date: 7/14/1987

SIE

Date: 7/19/2016

Series 31

Date: 6/15/2004

Series 7

Date: 11/16/1993

Series 22

Date: 12/28/1987

Series 6

Date: 7/2/1987

Series 24

Date: 7/31/1995

Current Firm

MONEYGROW.COM ®

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MONEYGROW.COM ®

TRUST BUT VERIFY

Contact information

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