Frederick Mecklenburg is a registered investment advisor, based in Houston, TX, with 44 years of industry experience.
Location
919 Milam St, Suite 500, Houston, TX, 77002
Get directionsHistory
Regulatory History (4)
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Customer Dispute
October 2010Denied
Regulatory
April 1994Final
Regulatory
January 1991Final
Regulatory
November 1987Final
Other Business Activities
Frederick works as a Portfolio Manager for Robertson Wealth Management RIA. This role takes about a quarter of his time, with 130 hours per month dedicated to securities trading.
Employment History
Current Registrations
Network 1 Financial Securities INC.Broker
February 2025 - Present · 1 yr 2 mos
Robertson Investment Management
January 2011 - Present · 15 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - January 2025 · 7 mos
Securities America, INC.Broker
December 2019 - June 2024 · 4 yrs 6 mos
First Allied Advisory Services, INC.
July 2012 - November 2019 · 7 yrs 4 mos
First Allied Securities, INC.
May 2010 - July 2012 · 2 yrs 2 mos
First Allied Securities, INC.Broker
May 2010 - November 2019 · 9 yrs 6 mos
James E.bashaw & CO.
June 2005 - June 2010 · 5 yrs
LPL Financial Corporation
July 2003 - May 2010 · 6 yrs 10 mos
LPL Financial CorporationBroker
July 2003 - May 2010 · 6 yrs 10 mos
Westcott Securities, LLCBroker
April 2000 - June 2003 · 3 yrs 2 mos
Aegis Asset Management INC
February 1998 - November 2003 · 5 yrs 9 mos
Mcfarland, Grossman & CompanyBroker
September 1994 - February 1998 · 3 yrs 5 mos
Victoria Securities CorporationBroker
March 1994 - May 1994 · 2 mos
The Variable Annuity Marketing CompanyBroker
July 1993 - January 1994 · 6 mos
Calvert Securities CorporationBroker
February 1993 - July 1993 · 5 mos
Linsco/private Ledger CORP.Broker
September 1992 - February 1993 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1989 - September 1992 · 3 yrs 4 mos
Prudential-Bache Securities INC.Broker
December 1986 - March 1989 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1984 - December 1986 · 2 yrs 1 mo
Cypres, Ross and Associates, INC.Broker
August 1984 - December 1984 · 4 mos
E. F. Hutton & Company INCBroker
March 1981 - July 1984 · 3 yrs 4 mos
State Registrations1 state
TX
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.