Investment adviser representative · Vision Wealth Management, Inc.
Frederick P. Dewald III
CRD 5316666 · Commerce Twp, MI
At a glance
Frederick P. Dewald III is an investment adviser representative with Vision Wealth Management, Inc. in Commerce Twp, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Frederick’s SEC record dates to 2007, about 19 years ago.
Current advisory firm
- Vision Wealth Management, Inc.Since April 2024Commerce Twp, MI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Frederick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.