Duncan Clare Pederson
Investment adviser representative at Fiat Wealth Management
11 yearsExperience
1 stateRegistered in
$517.4MFirm assets
4 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 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
11 years in the industry.
- Fiat Wealth ManagementNov 2025 to now
- Silveroak Wealth ManagementNov 2018 to Nov 2025
- UnemployedJul 2018 to Nov 2018
- Waypoint CapitalJan 2018 to Jul 2018
- Accredited Investors Wealth ManagementMay 2017 to Dec 2017
- FraserOct 2015 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Fiat Wealth Management
Legal name: Fiat Wealth Management LLC
$517.4MAssets managed
647Clients
16Advisers
4 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
- 8264207
- Firm CRD
- 318201