Frank Locatell
Investment adviser representative at Fiducient Advisors LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$97.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Fiducient Advisors LLCFeb 2021 to now
- Dimeo Schneider & Associates LLCJan 2021 to now
- Fiduciary Investment AdvisorsApr 2019 to Dec 2020
- DiversifiedJul 2012 to Feb 2019
- Diversified Investors Securities Corp.Jul 2012 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Fiducient Advisors LLC
$97.5BAssets managed
1,239Clients
68Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2217330
- Firm CRD
- 106720