Frederick W. Myers

NORTHWOOD INVESTMENT PARTNERS

San Carlos, CA

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CRD#: 6215194

Professional summary

Frederick William Myers, who also goes by Fred Myers, is a registered financial advisor currently at NORTHWOOD INVESTMENT PARTNERS, LLC located in San Carlos, California.

Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Frederick has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fred Myers

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.

Beginning in January, 2018, Mr. Myers became a co-partner of Western Pacific Investments, LLC, a boutique real estate investment firm specializing in real estate investments located at 135 Hudson Street, Redwood City, CA. He devotes approximately 15 hours a week (60 hours/month) as co-partner of Western Pacific Investments, LLC, mostly outside of securities trading hours. Mr. Myers' duties include finance, tax and accounting for Western Pacific Investments, LLC. Mr. Myers spends the majority of his time as Principal and Manager of Northwood Investment Partners, LLC. He does not expect his role with Western Pacific Investments, LLC to interfere with his duties to Northwood Investment Partners, LLC and its clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick William Myers'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

August 7, 2013 - Present

NORTHWOOD INVESTMENT PARTNERS, LLC

RIA

CRD#: 167338

San Carlos, CA

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
(4/5/2017)

IAR

Louisiana
(4/7/2015)

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: 1/19/2013

Uniform Investment Adviser Law Examination

Current Firm

NORTHWOOD INVESTMENT PARTNERS, LLC

CRD#: 167338 / SEC#:

California

Registered Investment Advisory firm - (4/5/2017 Approved)

Colorado

Registered Investment Advisory firm - (2/24/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (4/7/2015 Approved)

Texas

Registered Investment Advisory firm - (12/16/2019 Terminated)

Washington

Registered Investment Advisory firm - (9/5/2017 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

Portola Valley, CA

Mailing Address

Po Box 620128, Woodside, CA 94062

Phone number

(443) 995-9357

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 9,344,000

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 W. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick William Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWOOD INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/19/2013

Current Firm

NORTHWOOD INVESTMENT PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NORTHWOOD INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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