Frederick Winkler is a registered investment advisor, based in Schenectady, NY, with 34 years of industry experience.
Location
1004 Princeton Road, Schenectady, NY, 12306
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frederick owns rental property and is the President of Fred H. Winkler & Company CPA, PC, where he dedicates nearly full-time hours to accounting services and tax preparation. He is also an IRA beneficiary and successor trustee for Gerald Potter, requiring minimal time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Next Financial Group, INC.Broker
Advantage Capital CorporationBroker
Advantage Capital CorporationBroker
State Registrations14 states
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