Robert J. Fremont

INTELLICAPITAL ADVISORS LLC

PONTE VERDA, FL 32081

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CRD#: 4283619

Professional summary

Robert Joseph Fremont is a registered financial advisor currently at INTELLICAPITAL ADVISORS LLC located in Ponte Verda, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 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.

INSURANCE POSITION: Outside Insurance Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/28/2022 ADDRESS: 7077 Bonneval Road, Suite #380, Jacksonville FL 32216, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Medicare & Medical Insurance through various carriers

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Fremont'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

January 28, 2023 - Present

INTELLICAPITAL ADVISORS LLC

Office #1: 4210 Valley Ridge Blvd Ste 142, Ponte Verda, FL 32081

RIA

CRD#: 316908

PONTE VERDA, FL

Past

August 29, 2022 - January 18, 2023

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Jacksonville, FL

Past

July 19, 2022 - January 18, 2023

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Jacksonville, FL

Past

July 13, 2018 - December 13, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

February 21, 2006 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

January 10, 2001 - December 13, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

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

Florida
(1/28/2023)

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 66

Date: 9/6/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/23/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/9/2001

General Securities Representative Examination

Current Firm

INTELLICAPITAL ADVISORS LLC

CRD#: 316908 / SEC#:

Florida

Registered Investment Advisory firm - (11/9/2021 Approved)

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Contact information

Main Address

4210 Valley Ridge Blvd #130 141, 142, Ponte Vedra, FL, 32081

Mailing Address

Phone number

(866) 438-1958

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 88,519,301

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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Robert J. Fremont

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Fremont's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTELLICAPITAL ADVISORS LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2005

Series 63

Date: 1/23/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/9/2001

Current Firm

INTELLICAPITAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTELLICAPITAL ADVISORS LLC

TRUST BUT VERIFY

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