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Frederick Slack

41 Years of Experience
Eureka, CA
Broker

Frederick Slack is a registered investment advisor at Morgan Stanley, based in Eureka, CA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2421 Buhne Street, Eureka, CA, 95501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Frederick is a member of Slack Family LLC, which rents commercial real estate, dedicating minimal time to it. He is also a managing member of Slack and Winzler LLC, which invests in and develops commercial real estate, taking about 10-20% of his time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
July 1984 - July 1993 · 9 yrs
State Registrations25 states
AKAZCACOFLGAHIIAIDILKSMDMIMNMTNCNMNVORSCTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.