Frederick Eugene Fedorowich

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 06/2010 → 01/2025
  Lincoln Financial Advisors
  Fleming Island, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Fleming Island, FL

Previous Registrations

• 2005-03-22 → 2025-01-24
  Osaic Fa, Inc.
  Jacksonville, FL
  Jacksonville, FL
  Fleming Island, FL

Other Businesses

1)FRED FEDOROWICH, ONE INDEPENDENT DRIVE, STE 2901, JACKSONVILLE FL CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 06/2022 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) FRED FEDOROWICH: OUTSIDE INSURANCE BROKERAGE OBA POSITION: Agent NATURE: Outside Insurance Brokerage OBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/14/2022 ADDRESS: 2209 South Brook Drive, Fleming Island FL 32203, United States DESCRIPTION: Outside Insurance Brokerage OBA 3) SUCCESSOR DURABLE POWER OF ATTORNEY POSITION: Agent NATURE: Immediate Family Member has named me as Successor Attorney-In-Fact to act on their behalf in the event of their incapacity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2022 ADDRESS: 2209 South Brook Drive, Fleming Island FL 32003, United States DESCRIPTION: Act on my immediate family member's behalf in the event of their incapacity 4) SUCCESSOR DURABLE POWER OF ATTORNEY POSITION: Agent NATURE: My immediate family member has named me as Successor Attorney-In-Fact to act on their behalf in the event of their incapacity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2022 ADDRESS: 2209 South Brook Drive, Fleming Island FL 32003, United States DESCRIPTION: Act on my family member's behalf in the event of their incapacity 5) DURABLE POWER OF ATTORNEY POSITION: Agent NATURE: My immediate family member has named me as "Attorney-In-Fact" to act on their behalf in the event of their incapacity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2016 ADDRESS: 2209 South Brook Drive, Fleming Island FL 32003, United States DESCRIPTION: Act on my immediate family member's behalf in the event of their incapacity. 6) PERSONAL REPRESENTATIVE POSITION: Personal Representative NATURE: My immediate family member has named me to be Personal Representative in their Last Will and Testament to handle the affairs of their estate at their passing. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2016 ADDRESS: 2209 South Brook Drive, Fleming Island FL 32003, United States DESCRIPTION: Handle the affairs of my immediate family member's estate at their passing. 7) PLENARY GUARDIAN POSITION: Preneed Guardian NATURE: My immediate family member has named me as "Plenary Guardian" in their Declaration of Preneed Guardian in the event of their incapacity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2016 ADDRESS: 2209 South Brook Drive, Fleming Island FL 32003, United States DESCRIPTION: Help my immediate family member with their affairs in the event of their incapacity. 7) SUCCESSOR TRUSTEE POSITION: Trustee NATURE: My immediate family member has named me to be Successor Trustee of their Revocable Living Trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2016 ADDRESS: 2209 South Brook Drive, Fleming Island FL 32003, United States DESCRIPTION: In the event of my immediate family member's incapacity or passing, I would be Successor Trustee.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-24
• S65 Uniform Investment Adviser Law Examination
  2005-01-28

Other Names

• Fred Eugene Fedorowich