Frederick Charles Fogarty
Investment adviser representative at Fogarty Wealth Management, Inc.
25 yearsExperience
2 statesRegistered in
$135.3MFirm assets
2 yearsFirm in business
Are you Frederick Charles Fogarty? Claim your profile
Contact this firm
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
Experience
25 years in the industry.
- Colonial Lakes Office Park AssociationMar 2024 to now
- West Webster LoftsMar 2024 to now
- Fogarty Wealth Management, Inc.May 2016 to now
- Fogarty Financial ServicesSep 2007 to now
- Fogarty Investments LLCMay 2007 to now
- Sole ProprietorSep 2001 to now
- Next Financial Group IncSep 2007 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Fogarty Wealth Management, Inc.
$135.3MAssets managed
150Clients
1Advisers
2 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
- 4341136
- Firm CRD
- 283998