Bobby
Frady
Boyd Watterson Asset Management, LLC
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About this Advisor
Bobby Frady is a financial advisor based in Tampa, Florida, working with Boyd Watterson Asset Management, LLC. Bobby has previously held positions at Wells Fargo Advisors Financial Network, LLC, Captrust Advisors, LLC, Captrust Financial Advisors, Boyd Watterson Asset Management, LLC, and Quasar Distributors, LLC. Bobby has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Bobby is part of Boyd Watterson Asset Management, LLC, which operates out of Tampa, Florida. The firm has 6 offices and 121 employees. The firm manages assets totaling $17.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Boyd Watterson Asset Management, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boyd Watterson Asset Management, LLC Brokerage Details
$17,878,495,158
121
1,126
$15,877,882
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Bobby Frady Work History
Quasar Distributors, LLC
Boyd Watterson Asset Management, LLC
Captrust Financial Advisors
Captrust Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Disclosures
Please visit the SEC profile of Bobby Frady 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 Boyd Watterson Asset Management, LLC
Bloomfield Hills, MI
Cleveland, OH
Cleveland, OH
Bloomfield Hills, MI
Cleveland, OH
Tampa, FL
Cleveland, OH
Cleveland, OH
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