Christopher Matthew Fredo
Investment adviser representative at Cetera Investment Advisers LLC
22 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$256.8BFirm 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 assetsHourlyFixed or flat fee
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
22 years in the industry.
- Saint John Paul Ii High SchoolDec 2024 to now
- Turning Point Financial GroupAug 2024 to now
- Cetera Investment Advisers LLCJul 2024 to now
- Cetera Financial Specialists LLCJul 2024 to now
- Eagle Strategies LLCDec 2015 to Jul 2024
- New York Life InsFeb 2004 to Jul 2024
- Nylife SecuritiesFeb 2004 to Jul 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2794711
- Firm CRD
- 105644