RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
F•••••• F••••••••
- Title
- Investment Advisor Representativereportedpinevalleyinvestments.comfirm site, Sep 15, 2026
- Professional profile
- PINEVALLEYINVESTMENTS.COM/bios/frank-fredericoreportedpinevalleyinvestments.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••• V••••• I••••••••• independent RIA currentsince Mar 5, 2019 · Marlton, Nj
- P••• V••••• P•••••• W••••• state registeredOct 17, 2018 to Jan 3, 2019 · Newtown, Pa
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Jan 11, 2018 · Newtown Square, Pa
- M•• F•••••••• S•••••••• I••• formerFeb 6, 2015 to Mar 25, 2017 · Newtown Square, Pa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 29, 2008 to Feb 10, 2015 · Philadelphia, Pa
- P••• V••••• P•••••• W••••• to P••• V••••• I•••••••••left Jan 3, 2019, registered Mar 5, 2019 (61 days) · Other
- M•• I•••••••• S•••••••• L•• to P••• V••••• P•••••• W•••••left Jan 11, 2018, registered Oct 17, 2018 (279 days) · Other
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M•• F•••••••• S•••••••• I•••left Feb 10, 2015, registered Feb 6, 2015 (-4 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address