Unclaimed
Frederick Wadler is an Investment Advisor Representative with Golden Eagle Capital Advisors, Inc., based in New Canaan, CT. Frederick is also a registered Investment Advisor in the state of New York. Previously, Frederick worked at NYLIFE Securities LLC in White Plains, NY. Frederick has passed the Series 6, SIE and Series 65 exams and provides financial planning, pension consulting and portfolio management for individuals and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Administrative agent
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Other fiduciary services
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2
CT
09/30/2021 - Present
Golden Eagle Capital Advisors, Inc. (New Canaan CT)
NY
09/06/2017 - 05/03/2018
NYLIFE SECURITIES LLC (WHITE PLAINS NY)
IA
Issued 05/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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