Fredrik D. Whitley

MONEY MANAGERS

LAS VEGAS, NV 89130

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CRD#: 4634255

Professional summary

Fredrik Douglas Whitley is a registered financial advisor currently at MONEY MANAGERS, INC. located in Las Vegas, Nevada.

Fredrik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Fredrik has worked at 4 firms and has passed the Series 66, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fredrik Douglas Whitley's CRS (Customer Relationship Summary).

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

November 15, 2022 - Present

MONEY MANAGERS, INC.

Office #1: 7495 W Azure Drive 110, Las Vegas, NV 89130

RIA

CRD#: 151602

LAS VEGAS, NV

Past

March 1, 2017 - November 14, 2022

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

REDLANDS, CA

Past

March 1, 2017 - November 14, 2022

CENTAURUS FINANCIAL, INC.

CRD#: 30833

REDLANDS, CA

Past

January 21, 2005 - March 1, 2017

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

ORANGE, CA

Past

January 21, 2005 - March 1, 2017

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

ORANGE, CA

Past

August 1, 2003 - January 14, 2005

WADDELL & REED

RIA

CRD#: 866

ONTARIO, CA

Past

June 20, 2003 - January 14, 2005

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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

California
(11/15/2022)

IAR

Nevada
(12/1/2022)

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 66

Date: 7/31/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/19/2003

General Securities Representative Examination

Current Firm

MONEY MANAGERS, INC.

CRD#: 151602 / SEC#: 801-123408

RIA

Registered Investment Advisory firm - (7/1/2025 Terminated)

California

Registered Investment Advisory firm - (6/20/2025 Approved)

Nevada

Registered Investment Advisory firm - (6/11/2025 Approved)

Texas

Registered Investment Advisory firm - (4/11/2022 Terminated)

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

7495 W Azure Drive 110, Las Vegas, NV 89130

Mailing Address

Phone number

(725) 254-5220

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (6/20/2025)

FORM ADV PART 2B - ABRAMS (5/15/2025)

FORM ADV PART 2B - WHITLEY (5/15/2025)

FORM ADV PART 2B - AARONS (5/15/2025)

Regulatory assets under management

Total Number of Accounts	291
AUM (Assets Under Management)	$ 53,165,916

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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Fredrik D. Whitley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fredrik Douglas Whitley's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEY MANAGERS, INC.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2003

SIE

Date: 10/1/2018

Series 7

Date: 6/19/2003

Current Firm

MONEY MANAGERS, INC.

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONEY MANAGERS, INC.

TRUST BUT VERIFY

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