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FM

Frederick L. Munk

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CRD#: 809793
FM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Frederick Louis Munk JR, who also goes by Chip Munk, Frederick L Munk Jr, was a registered financial professional .

Frederick is a previously registered financial professional and started their career in finance in 1975. Frederick had worked at 7 firms and has passed the Series 63, Series 1 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chip Munk | Frederick L Munk Jr

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.
The advisor shows no other business activity.

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


Past

July 18, 2011 - June 1, 2017

CLARK DODGE ASSET MANAGEMENT, LLC

RIA
CRD#: 154822
WHITE PLAINS, NY
Past

October 29, 2003 - October 4, 2011

RETIREMENT COUNSELING ASSOCIATES, LLC

RIA
CRD#: 128174
WESTPORT, CT
Past

August 30, 1993 - October 26, 1995

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

June 19, 1983 - February 26, 1991

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

November 24, 1980 - August 30, 1993

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

August 27, 1977 - March 15, 1981

THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2797
Past

July 8, 1975 - September 19, 1977

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/4/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 7/3/1975
Registered Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 2/3/1970
Non-Member General Securities Examination

Current Firm


CD
CLARK DODGE ASSET MANAGEMENT, LLC
CLARK DODGE ASSET MANAGEMENT LLC | RETIREMENT COUNSELING ASSOCIATES | CLARK DODGE MANAGEMENT LLC | CLARK DODGE ASSET MANAGEMENT, LLC

CRD#: 154822 / SEC#: 801-71782

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Contact information


Main Address
2 Westchester Park Drive Suite 107, White Plains, NY 10604
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PART 2 ADV MARCH 2016 (2/28/2018)

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.

Company Information


CLARK DODGE ASSET MANAGEMENT, LLC

CRD#: 154822

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