Frederick J. Kerestury

WESTPOINT WEALTH MANAGEMENT

Berea, OH 44017

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CRD#: 5852271

Professional summary

Frederick Joshua Kerestury is a registered financial advisor currently at WESTPOINT WEALTH MANAGEMENT, LLC located in Berea, Ohio.

Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Frederick has worked at 5 firms and has passed the Series 65, SIE and Series 6 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.

1.) WESTPOINT WEALTH MANAGEMENT LLC/RISK MANAGEMENT INC., 66 FRONT ST., BEREA, OH 44017;FIXED INSURANCE PRODUCT SALES; AGENT; WORK WITH PROSPECTS AND CLIENTS ON FIXED INSURANCE PRODUCT PRESENTATION AND IMPLEMENTATION; RECEIVES COMMISSION; 80 HRS/MONTH DURING SECURITIES TRADING HOURS. 2)Fundraising committee member for the YMCA of Lorain County, 2010 Recreation Rd., Avon, OH 44011. Approximately 5 hours spent per month with no compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick Joshua Kerestury'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

October 14, 2020 - Present

WESTPOINT WEALTH MANAGEMENT, LLC

Office #1: 66 Front St, Berea, OH 44017

RIA

CRD#: 310883

Berea, OH

Past

March 30, 2020 - August 18, 2020

AMFG WEALTH MANAGEMENT LLC

RIA

CRD#: 292160

Berea, OH

Past

July 1, 2014 - March 31, 2020

EQUITABLE ADVISORS, LLC

CRD#: 6627

LORAIN, OH

Past

April 1, 2013 - June 26, 2014

NATIONWIDE SECURITIES, LLC

CRD#: 11173

MIDDLEBURG HGHTS, OH

Past

December 3, 2010 - September 7, 2012

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

AVON, OH

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
(9/28/2022)

IAR

Ohio
(10/14/2020)

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 65

Date: 5/9/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/2/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WESTPOINT WEALTH MANAGEMENT, LLC

NOE FINANCIAL SERVICES, INC. | WESTPOINT WEALTH MANAGEMENT, LLC | TRIPHASE: PLANNING, INVESTMENTS & INSURANCE

CRD#: 310883 / SEC#:

Florida

Registered Investment Advisory firm - (7/14/2022 Approved)

Ohio

Registered Investment Advisory firm - (10/14/2020 Approved)

South Carolina

Registered Investment Advisory firm - (4/10/2024 Approved)

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Contact information

Main Address

66 Front St, Berea, OH 44017

Mailing Address

Phone number

(866) 640-7908

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	948
AUM (Assets Under Management)	$ 89,322,684

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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Frederick J. Kerestury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick Joshua Kerestury's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTPOINT WEALTH MANAGEMENT, LLC

AMFG WEALTH MANAGEMENT LLC

EQUITABLE ADVISORS, LLC

NATIONWIDE SECURITIES, LLC

THE HUNTINGTON INVESTMENT COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2022

SIE

Date: 10/1/2018

Series 6

Date: 12/2/2010

Current Firm

WESTPOINT WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WESTPOINT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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