Edward
Frelly

Waddell & Reed

CRD#5609839
Investment Advisor
in Denver, CO
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About this Advisor

Edward Frelly is a certified financial planner who is based in Denver, Colorado. Currently a registered advisor with Waddell & Reed, they have accrued 10 years of experience as a registered investment advisor. Frelly maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Frelly can serve customers in California, Colorado, Connecticut, Florida, Georgia, Louisiana, Michigan, Minnesota, Missouri, Ohio and Virginia. Throughout their career, they have worked at Edward Jones, Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed, Inc, Chapman University Alumni Association, Edward Frelly and Rebekah Von Berg. Waddell & Reed is headquartered in Denver, Colorado, and has 357 additional offices in the nation. In aggregate, Waddell & Reed oversees $22 billion in assets dispersed across 153,672 accounts and employs more than 2,000 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 4,082 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Waddell & Reed can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

4582 S Ulster St Suite 103
Denver, CO 80237

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

CO Average: $2,243,162,756
Total Number of Employees

1,700

CO Average: 44
Total Number of Accounts

169,956

CO Average: 4,091
Average Account Size

$124,780

CO Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Edward Frelly Work History

Edward has 10 years of experience.

2018 - Present (1 years)

Rebekah Von Berg

2014 - Present (5 years)

Chapman University Alumni Association

2013 - Present (6 years)

Edward Frelly

2012 - Present (7 years)

Various Insurance Carriers For W&R Insurance Agencies

2012 - Present (7 years)

Waddell & Reed, Inc

2008 - 2012 (4 years)

Edward Jones

Disclosures

Edward Frelly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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