Investment adviser representative · Cerity Partners LLC
Frederick H. Tan
CRD 2024875 · Boca Raton, FL
At a glance
Frederick H. Tan is an investment adviser representative with Cerity Partners LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Frederick’s SEC record dates to 2019, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Cerity Partners LLCSince August 2024Boca Raton, FL · $162B in regulatory assets
SEC adviser record
- Registered since
- 2019 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, 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
- 3 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.