FO
FO
Fred Ostrove
45 Years of Experience
New York, NY
2 DisclosuresBroker
Fred Ostrove is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 45 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B
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Location
520 Madison Avenue, New York, NY, 10022
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Regulatory History (2)
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Customer Dispute
October 2016Settled
Customer Dispute
June 2016Denied
Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs 2 mos
Jefferies LLC
April 2006 - Present · 20 yrs 3 mos
Jefferies LLCBroker
April 2006 - Present · 20 yrs 3 mos
Previous Registrations
Leucadia Asset Management LLC
February 2007 - August 2023 · 16 yrs 6 mos
Citigroup Global Markets INC.Broker
May 1998 - April 2006 · 7 yrs 11 mos
Furman Selz LLCBroker
April 1997 - May 1998 · 1 yr 1 mo
Lehman Brothers INC.Broker
September 1988 - February 1997 · 8 yrs 5 mos
Oppenheimer & CO., INC.Broker
October 1984 - September 1988 · 3 yrs 11 mos
L. F. Rothschild, Unterberg, TowbinBroker
April 1982 - October 1984 · 2 yrs 6 mos
A. G. Becker IncorporatedBroker
March 1981 - April 1982 · 1 yr 1 mo
Herzfeld & SternBroker
September 1980 - February 1981 · 5 mos
State Registrations24 states
AZCACOCTDEFLGAILKYMEMONCNJNYOHOKPASCTNTXVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.