Frederick P. Dewald
Professional summary
Frederick P Dewald III, who also goes by Fred P Dewald Lll, Frederick Phillip Dewald Lll, is a registered financial advisor currently at VISION WEALTH MANAGEMENT, INC. located in Germantown, Tennessee.
Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Frederick has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frederick P Dewald III's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2024 - Present
VISION WEALTH MANAGEMENT, INC.
Office #2: 2000 Oakley Parkway 204-e, Commerce Twp, MI 48390September 16, 2019 - June 20, 2023
FIRST LIGHT FINANCIAL INCORPORATED
September 28, 2012 - September 13, 2019
LPL FINANCIAL LLC
September 28, 2012 - September 13, 2019
LPL FINANCIAL LLC
June 1, 2009 - October 5, 2012
MORGAN STANLEY
June 1, 2009 - October 5, 2012
MORGAN STANLEY
May 14, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 26, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2024)
Exams
Current Firm
VISION WEALTH MANAGEMENT, INC.
CRD#: 324595 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 330 |
| AUM (Assets Under Management) | $ 60,872,494 |
Red Flags
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