Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Hoyt McCrea is a financial professional with over 25 years of experience in the industry. Frederick currently works as a Registered Representative at BNY Mellon Securities Corp. in San Francisco, CA. He is also licensed to provide investment advice in the state of California. Prior to joining BNY Mellon, Frederick worked at Thomas Weisel Partners LLC, NationsBanc Montgomery Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Frederick holds several licenses and certifications, including the Series 3, 7, 30, and 63.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/09/2011 - Present
BNY Mellon Securities Corp. (San Francisco CA)
CA
05/25/2006 - 04/07/2011
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
CA
02/17/1999 - 09/14/2004
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
11/04/1998 - 02/08/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
06/21/1996 - 11/06/1998
KA ASSOCIATES, INC. (LOS ANGELES CA)
NY
09/01/1992 - 06/29/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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