Vered A. Frank
Professional summary
Vered Alexandra Frank, CFP®, who also goes by Vered A Frank, Vered Frank, Vered Alexandra Lamerton, Vered Lamerton, is a registered financial advisor currently at STACKWEALTH LLC located in New York, New York.
Vered is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Vered has worked at 5 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vered Alexandra Frank's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2025 - Present
STACKWEALTH LLC
August 12, 2016 - July 10, 2019
CHARLES SCHWAB & CO., INC.
December 10, 2009 - May 18, 2015
CHARLES SCHWAB & CO., INC.
March 20, 2008 - February 5, 2009
BNP PARIBAS SECURITIES CORP.
November 14, 2006 - November 20, 2007
CREDIT AGRICOLE SECURITIES (USA) INC.
October 15, 2003 - April 28, 2006
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/17/2025)
Exams
Current Firm
STACKWEALTH LLC
CRD#: 336449 / SEC#:
Contact information
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