Frederick Bitsky is a CFP-designated registered investment advisor at Wealthguard LLC, based in Westport, CT, with 35 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Location
Westport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frederick is associated with Wealthguard LLC, a registered investment advisor, where he prepares financial action plans. He spends minimal time on this activity.
Employment History
Current Registrations
Wealthguard LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
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