Frank
Locatell

Fiducient Advisors LLC

CRD#2217330
Investment Advisor
in Goshen, NY

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About this Advisor

Frank Locatell is a certified financial planner working out of Goshen, New York with a total of 2 years of industry experience. Locatell is an employee of Fiducient Advisors LLC. The advisor has gained experience at Diversified, Diversified Investors Securities Corp, Fiduciary Investment Advisors and Dimeo Schneider & Associates LLC. Locatell holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Fiducient Advisors LLC is an advisory business that has its headquarters in Chicago, IL. The firm has offices in 16 locations and a total of 215 financial advisors. It has $40 billion in assets across its 1,061 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 309 charities and foundations. Of its 1,061 customer accounts, 39% are associated with high-net-worth clients who have more than $1 million in assets. The company performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees vary depending on which services are offered. Fees charged by Fiducient Advisors LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Goshen, NY

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Fiducient Advisors LLC Brokerage Details

Total Assets Under Management

$40,020,772,510

NY Average: $6,674,516,078
Total Number of Employees

215

NY Average: 44
Total Number of Accounts

1,061

NY Average: 2,564
Average Account Size

$37,719,861

NY Average: $2,603,165

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Frank Locatell Work History

Frank has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Dimeo Schneider & Associates LLC

2019 - 2020 (1 year)

Fiduciary Investment Advisors

2012 - 2019 (7 years)

Diversified

2012 - 2019 (7 years)

Diversified Investors Securities Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Frank Locatell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fiducient Advisors LLC

Peter Nadeau
Roseland, NJ
Eric Ramos
Chicago, IL
Michael Sustarsic
Chicago, IL
Andrew Doten
Chicago, IL
Timothy Black
Waukesha, WI
Theodore Dawson
Wellesley Hills, MA
Carol Mcshera
Chicago, IL
Frank Locatell
Goshen, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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