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Frederick Anthony Petrino

Windsor Capital Management, LLC

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About Frederick Anthony Petrino

Frederick Anthony Petrino is an investment advisor representative with Windsor Capital Management, LLC in Phoenix, Arizona. Frederick has been in the industry for over 30 years and has a wide range of experience in providing financial advice to individuals, families, and businesses. Frederick holds Series 7, 8, 63, and 65 licenses and has a strong track record of success in helping his clients achieve their financial goals. Frederick is passionate about helping his clients understand their financial options and make informed decisions about their future.

Firm Information

Frederick Petrino is currently registered with Windsor Capital Management, LLC. Windsor Capital Management, LLC is an investment advisor based in Phoenix, Arizona. The firm provides advisory consulting services, financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. As of the most recent reporting, the firm manages approximately $664,971,197 in assets for 1,195 clients.
Windsor Capital Management, LLC

20860 NORTH TATUM BLVD.

PHOENIX, AZ 85050

$664.97M

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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advisory consulting services

Advisory consulting services

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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percentage of assets

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

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Frederick Petrino’s Registration & Firm History

AZ

01/03/2025 - Present

Windsor Capital Management, LLC (PHOENIX AZ)

CA

02/02/2007 - 07/17/2008

PAYDEN & RYGEL DISTRIBUTORS (LOS ANGELES CA)

IL

05/29/1990 - 01/25/2006

CHARLES SCHWAB & CO., INC. (CHICAGO IL)

NA

06/10/1986 - 11/13/1986

CAPITAL ANALYSTS, INCORPORATED

NA

10/22/1985 - 02/25/1986

BLINDER, ROBINSON & CO.,INC.

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Licenses & Designations

IA

Issued 09/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 05/19/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frederick Anthony Petrino.
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