Portfolio Manager, Partner · Foster Dykema Cabot & Partners, LLC
Frederick P. Fisher
CRD 6927946 · Named on Form ADV at one SEC-registered adviser
At a glance
Foster Dykema Cabot & Partners, LLC, an SEC-registered wealth manager based in Waltham, MA with $2.2 billion in regulatory assets, lists Frederick P. Fisher on its Form ADV as Portfolio Manager, Partner, a control person.
Firms and roles
- Foster Dykema Cabot & Partners, LLCPortfolio Manager, PartnerWealth manager · Waltham, MA · $2.2B in regulatory assets
AtlasMembers
Frederick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jeffrey D. McGrewChief Investment Officer, Partner, Foster Dykema Cabot & Partners, LLC
- Vikram N. SoormaPortfolio Manager, Partner, Foster Dykema Cabot & Partners, LLC
- Elizabeth A. BraudisPresident, Partner, Foster Dykema Cabot & Partners, LLC
- Brooke L. ManfrediPartner, Foster Dykema Cabot & Partners, LLC
- Donnalee N. GuerinChief Operating Officer, Chief Compliance Officer, Partner, Foster Dykema Cabot & Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Frederick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.