OF
OF

Orrin Fredericks

26 Years of Experience
Tampa, FL
Broker

Orrin Fredericks is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 26 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
Loading...

Location

4050 West Boy Scout Boulevard, Tampa, FL, 33607

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Orrin owns Fredericks Security Solutions, LLC (firearms) since 2019 and Black Lions Gun Club (education) since 2020. He spends about half his time on these activities combined, handling administrative, sales, marketing, and labor/service duties after business hours.

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.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
E*trade Securities LLCBroker
November 2006 - February 2008 · 1 yr 3 mos
New England Securities Corporation
February 2006 - October 2006 · 8 mos
Ameriprise Financial Services, INC.
August 2005 - November 2005 · 3 mos
New England SecuritiesBroker
July 2005 - October 2006 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
May 2005 - November 2005 · 6 mos
Ids Life Insurance CompanyBroker
May 2005 - November 2005 · 6 mos
Franklin/templeton Distributors, INC.Broker
June 1998 - September 2004 · 6 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Orrin Fredericks - Financial Advisor | TrueAdvisor