Frederick Walter III
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Florham Park, NJ 07932
Credentials
Series 63, Series 65
Industry experience
40 years
About
Frederick Walter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1985 and provides education and guidance in asset management, tax reporting, estate planning issues, and other wealth management activities. His approach is guided by the lives, family, and priorities of his clients.
Frederick focuses on a comprehensive approach to managing wealth, starting with understanding a client's financial situation, family, and what matters most to them. This understanding helps him create customized wealth management plans that are flexible and adapt to changing goals and market conditions. He offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' lives.
He holds a Bachelor's Degree from Williams College and professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Born and raised in Parsippany, New Jersey, Frederick enjoys golfing, skiing, biking, and exercising, activities during which he often reflects on financial matters.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
General estate planning guidance
Retirement income strategy
Retirement withdrawal strategies
General retirement planning
Location
100 Campus Dr
Florham Park, NJ 07932
Most active in
Frederick W has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
Work history
Bank Of America,Na
2010 - Present (16 years)
Merrill
1985 - Present (41 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Itani Wealth Management
David S
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Brian O
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Daren O
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