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Bobby John Frady

Boyd Watterson Asset Management, LLC

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About Bobby John Frady

Bobby Frady is a financial advisor registered with Boyd Watterson Asset Management, LLC. Bobby has been in the industry since 2012 and has experience with a variety of financial products and services, including fixed income and private real estate. Bobby has a strong track record of providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Bobby Frady is currently registered with Boyd Watterson Asset Management, LLC. Boyd Watterson Asset Management, LLC is an investment advisor based in Cleveland, Ohio. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They manage approximately $17.9 billion in assets for clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and state or municipal government entities. The firm also participates in wrap fee programs.
Boyd Watterson Asset Management, LLC

1301 EAST 9TH STREET

CLEVELAND, OH 44114-3179

$17.88B

Assets Under Management

5

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Bobby Frady’s Registration & Firm History

FL

03/30/2018 - Present

Boyd Watterson Asset Management, LLC (Tampa FL)

FL

08/28/2017 - 02/02/2018

CAPFINANCIAL SECURITIES, LLC. (Tampa FL)

FL

07/30/2012 - 06/14/2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)

FL

08/26/2008 - 02/20/2009

MORGAN STANLEY & CO. INCORPORATED (TALLAHASSEE FL)

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Licenses & Designations

BOTH

Issued 08/23/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2012

Series 7 - General Securities Representative Examination

BC

Issued 09/18/2008

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bobby John Frady.
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