Grant
Frederick
Thrive Capital Management, LLC
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About this Advisor
Grant Frederick is a financial advisor based in Exton, Pennsylvania. Frederick is an advisor for Thrive Capital Management, LLC. Over the course of their career, they have held roles at Enertel Solutions, Water Oak Advisors LLC, Mercer Global Advisors Inc, Massmutual, Mml Investors Services, Thrive Capital Management, LLC, Thrive Insurance Group, LLC, Thrive Financial Services, LLC, The Kimberton Group, Cwa Asset Management Group, The Prudential Insurance Company Of America and Pruco Securities, LLC. Frederick maintains Series 66 and Series 63 licenses, qualifying them as a securities agent, and is approved to work in Pennsylvania. Thrive Capital Management, LLC is a registered investment firm operating out of Fort Washington, PA. The company has offices in three locations and a total of 25 financial advisors. It controls $245 million in assets under management between its 1,346 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,346 client accounts, just 7% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Thrive Capital Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice typically are based on the type of services offered. Fee types billed by Thrive Capital Management, LLC likely consist of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrive Capital Management, LLC Brokerage Details
$244,686,500
25
1,346
$181,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Grant Frederick Work History
Grant has been registered as a financial advisor for 0 years.*
Thrive Capital Management, LLC
Thrive Insurance Group, LLC
Thrive Financial Services, LLC
Massmutual
Mml Investors Services
The Prudential Insurance Company Of America
Pruco Securities, LLC
Cwa Asset Management Group
Water Oak Advisors LLC
Mercer Global Advisors Inc
Enertel Solutions
The Kimberton Group
*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 Grant Frederick 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 Thrive Capital Management, LLC
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
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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