Frederick Ehrsam
Frederick Ehrsam is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bel Air, MD, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5 North Main Street Suite 2B, Bel Air, MD, 21014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Frederick is a broker for ACSIA Partners, selling long-term care insurance, dedicating a few hours per week. He is also a partner in Calluna Vineyards and an independent contractor for Ehrsam Wealth Strategies LLC, but spends minimal time on these ventures.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J. W. Gant & Associates, INC.Broker
State Registrations20 states
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