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Frederick Ayer Fisher

Investment adviser representative at Ostrofe Financial Consultants Inc
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$386.4MFirm 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.

  • Financial planning
  • Portfolio management

Experience

28 years in the industry.

  1. LPL Financial, LLCNov 2017 to now
  2. Ostrofe Financial Consultants IncApr 1998 to now
  3. National Planning CorporationMay 2000 to Nov 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (CA).

Ostrofe Financial Consultants Inc

$386.4MAssets managed
568Clients
3Advisers
37 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
3075274
Firm CRD
110064
Advisor's SEC record (opens in a new tab)
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