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Frederica Wealth Advisory Employee Directory

Investment ManagementGeorgia, United States2-10 Employees

Frederica Wealth Advisory operates in the investment management sector, offering services to individual clients through a registered structure connected to Kestra Investment Services and Kestra Advisory Services. The firm is based on Saint Simons Island, Georgia, in a small team setup, indicating a boutique practice focused on delivering personalized financial guidance within a broader regulatory framework. Its affiliation with Kestra IS and Kestra AS situates the company within a larger network of registered representatives and investment adviser representatives, while maintaining independence from those entities. The firm’s configuration and disclosures emphasize compliance and investor protection, with explicit references to regulatory bodies and investor disclosures as part of its operating environment. A recent development noted is the presence of multiple office locations in the Saint Simons Island area, suggesting a localized footprint to serve clients in the region.

Find Frederica Wealth Advisory employees' phone numbers or email addresses

Frederica Wealth Advisory Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Frederica Wealth Advisory's Leadership

  • Stylized image of a person
    D. B.
    Director Of Operations And Client Services
    Phone icon
    Mobile Phone

Frederica Wealth Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Frederica Wealth Advisory

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. B.
    Director Of Operations And Client Services
    Phone icon
    Mobile Phone
    Jul 16, 2026

Frequently Asked Questions

What is Frederica Wealth Advisory known for?

Minus sign iconPlus sign iconFrederica Wealth Advisory was founded in 2015 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-888-394-****
. Explore Frederica Wealth Advisory's company overview page for more information.

What is Frederica Wealth Advisory's most common email format?

Minus sign iconPlus sign iconFrederica Wealth Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Frederica Wealth Advisory email formats with LeadIQ.

How many employees does Frederica Wealth Advisory have currently?

Minus sign iconPlus sign iconFrederica Wealth Advisory has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Frederica Wealth Advisory's key employees and leadership?

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As of July 2026, Frederica Wealth Advisory's key employees include:

  • Director Of Operations And Client Services: D. B.

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