Todd Alan Frederick
Investment adviser representative at Stonecreek Private Wealth, LLC
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$193.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
31 years in the industry.
- Stonecreek Private Wealth, LLCOct 2022 to now
- UnemployedOct 2021 to Sep 2022
- Fidelity Personal and Workplace AdvisorsJul 2018 to Sep 2021
- Strategic Advisors LLCFeb 2001 to Jul 2018
- Fidelity Brokerage Services, Inc.Oct 1995 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stonecreek Private Wealth, LLC
$193.3MAssets managed
69Clients
1Advisers
1 yearIn 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
- 2677010
- Firm CRD
- 323473