Theodore F. Fadel

WILLINK ASSET MANAGEMENT LLC

East Aurora, NY 14052

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CRD#: 6816560

Professional summary

Theodore Francis Fadel is a registered financial advisor currently at WILLINK ASSET MANAGEMENT LLC located in East Aurora, New York.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Theodore has worked at 1 firm .

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.

Phillips Brooks, LLP as an Associate CPA; located in East Aurora NY; CPA firm; employed from 2021 to present; approximately 150-200 hours/month with most during securities trading hours; duties include general accounting and tax-related services to clients of the CPA firm.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

January 5, 2022 - Present

WILLINK ASSET MANAGEMENT LLC

Office #1: 484 Main Street, East Aurora, NY 14052

CRD#: 117622

East Aurora, NY

Past

April 22, 2021 - December 31, 2021

WILLINK ASSET MANAGEMENT LLC

RIA

CRD#: 117622

San Francisco, CA

Past

February 2, 2018 - December 31, 2019

WILLINK ASSET MANAGEMENT LLC

RIA

CRD#: 117622

EAST AURORA, NY

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

New York
(1/5/2022)

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

Current Firm

WILLINK ASSET MANAGEMENT LLC

FADEL, FREDERICK RAYMOND | WILLINK ASSET MANAGEMENT LLC | FREDERICK R. FADEL ADVISORS

CRD#: 117622 / SEC#: 801-79969

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Contact information

Main Address

484 Main Street, East Aurora, NY 14052

Mailing Address

Phone number

(716) 687-0648

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

WILLINK ASSET MANAGEMENT LLC (5/22/2025)

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 53,501,787

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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Theodore F. Fadel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WILLINK ASSET MANAGEMENT LLC

WILLINK ASSET MANAGEMENT LLC

WILLINK ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

WILLINK ASSET MANAGEMENT LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILLINK ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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