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Alfred Francis Frey

Maslow Wealth Advisors

Austin, TX

CRD 2891380

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Employer firm

Maslow Wealth Advisors CRD 107722

$2.84B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING

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

Current Employers
Maslow Wealth Advisors

1601 South Mo Pac Expressway Suite 125D, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-22
  • TX RA
    APPROVED
    Since 2024-03-22

Branch Locations

1601 South Mo Pac Expressway Suite 125D, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ml & R Wealth Management, Llc Austin TX 04/2002 03/2024
Maxwell Locke & Ritter Llp Austin TX 01/2002 03/2024
Durbin Bennett Private Wealth Management, Llc Dba Maslow Wealth Austin TX 03/2024 Present
Fred Frey Cpa, Llc Austin TX 02/2024 Present
  • 04/2002 → 03/2024
    Ml & R Wealth Management, Llc
    Austin, TX
  • 01/2002 → 03/2024
    Maxwell Locke & Ritter Llp
    Austin, TX
  • 03/2024 → Present
    Durbin Bennett Private Wealth Management, Llc Dba Maslow Wealth
    Austin, TX
  • 02/2024 → Present
    Fred Frey Cpa, Llc
    Austin, TX
Previous Registrations
  • 2002-04-05 → 2024-03-05
    Ml&R Wealth Management Llc
    Austin, TX
Other Businesses

2/2024 Fred Frey CPA, LLC; Owner/CPA; Tax Compliance Services; Non Investment Related; 10 hours a month & during trading hours; 7214 West Rim Drive, Austin, TX 78731

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-06-03
  • S63 Uniform Securities Agent State Law Examination
    1997-06-03
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Fred Frey

View on SEC IAPD

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