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Richard N. Fraelick

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CRD#: 4460140
RF

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.

Richard Nmn Fraelick, who also goes by Richard Fraelick, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 2002. Richard had worked at 7 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Fraelick

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

December 6, 2011 - March 15, 2013

ALPHA DYNAMICS LLC

RIA
CRD#: 157382
WALTHAM, MA
Past

October 15, 2010 - November 15, 2010

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
MILWAUKEE, WI
Past

May 1, 2010 - September 17, 2010

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

October 22, 2009 - May 1, 2010

BOFA DISTRIBUTORS, INC.

BD
CRD#: 30683
BOSTON, MA
Past

February 20, 2008 - December 17, 2008

RIVERSOURCE DISTRIBUTORS, INC.

BD
CRD#: 139135
MINNEAPOLIS, MN
Past

June 16, 2006 - September 19, 2007

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

August 19, 2002 - May 22, 2006

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA

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: 11/21/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AD
ALPHA DYNAMICS LLC
ALPHA DYNAMICS INVESTMENTS | ANALYTIC WEALTH ADVISORS | ALPHA DYNAMICS LLC

CRD#: 157382 / SEC#: 801-72647

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Contact information


Main Address
465 Waverley Oaks Rd Suite 315, Waltham, MA 02452-8405
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


ALPHA DYNAMICS LLC

CRD#: 157382

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