Managing Member / Chief Compliance Officer · Stonecreek Private Wealth, LLC
Todd A. Frederick
CRD 2677010 · Named on Form ADV at one SEC-registered adviser
At a glance
Stonecreek Private Wealth, LLC, an SEC-registered wealth manager with $193 million in regulatory assets, lists Todd A. Frederick on its Form ADV as Managing Member / Chief Compliance Officer, a control person.
Firms and roles
- Stonecreek Private Wealth, LLCManaging Member / Chief Compliance OfficerWealth manager · United States · $193M in regulatory assets
AtlasMembers
Todd’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.