Christopher Matthew Fredo

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → 07/2024
  New York Life Ins
  Waltham, MA
• 02/2004 → 07/2024
  Nylife Securities
  Boston, MA
• 12/2015 → 07/2024
  Eagle Strategies Llc
  Hyannis, MA
• 07/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2024 → Present
  Turning Point Financial Group
  Hyannis, MA
• 12/2024 → Present
  Saint John Paul Ii High School
  Hyannis, MA

Previous Registrations

• 2015-12-23 → 2024-08-19
  Eagle Strategies Llc
  Hyannis, MA
  Rockland, MA
  Centerville, MA

Other Businesses

1) NAME OF OTHER BUSINESS: TURNING POINT FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: N/A - RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: 174 CEDRIC RD CENTERVILLE, MA 02632; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 08/2012; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LANDLORD FOR A SINGLE FAMILY PROPERTY; 3) NAME OF OTHER BUSINESS: N/A - RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: 29 HUNTERS TRAIL SANDWICH, MA 02563; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LANDLORD FOR A SINGLE FAMILY PROPERTY; 4) BARNSTABLE YOUTH HOCKEY ASSOCIATION, NOT INVESTMENT RELATED, BOARD MEMBER, DIRECTOR FOR HOCKEY TEAM 14-18 YEARS OLD, 1H/WEEK, SINCE 09/2014 5) NAME OF OTHER BUSINESS: SAINT JOHN PAUL II HIGH SCHOOL; INVESTMENT RELATED: NO; ADDRESS: 120 HIGH SCHOOL RD HYANNIS, MA 02601; NATURE OF BUSINESS: HOCKEY COACH; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: HEAD HOCKEY COACH; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WORKING WITH HIGH SCHOOL STUDENTS COACHING HOCKEY;

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-06-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant