Frederick Dais
Investment adviser representative at First Command Advisory Services
15 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- First Command Insurance Services, Inc.Jun 2026 to now
- First Command Advisory Services, Inc.Apr 2026 to now
- First Command Brokerage Services, Inc.Sep 2025 to now
- Allstate Insurance CoDec 2017 to Aug 2025
- The Days GroupMay 2017 to Jul 2025
- PwcJul 2011 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 6822184
- Firm CRD
- 281958