Erich Fradenburg

112 Albany Street, Cazenovia, NY 13035 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-07-23
NY	RA	APPROVED	2025-07-23
PA	RA	APPROVED	2025-07-23

Branch Locations

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

Organization	City	State	From	To
Pioneer Investment Management, Inc.	Boston	MA	08/2015	05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Stoughton	MA	06/2018	01/2020
Bank Of America, N.A.	Stoughton	MA	06/2018	01/2020
Beaumont Capital Management, Llc	Needham	MA	02/2020	08/2020
Fnex Capital, Llc	Nixa	MO	09/2020	12/2021
Congress Wealth Management Llc	Boston	MA	12/2021	Present

08/2015 → 05/2018

Pioneer Investment Management, Inc.

Boston, MA
06/2018 → 01/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stoughton, MA
06/2018 → 01/2020

Bank Of America, N.A.

Stoughton, MA
02/2020 → 08/2020

Beaumont Capital Management, Llc

Needham, MA
09/2020 → 12/2021

Fnex Capital, Llc

Nixa, MO
12/2021 → Present

Congress Wealth Management Llc

Boston, MA

2022-01-03 → 2025-07-22

Cw Advisors, Llc

Boston, MA
2020-02-25 → 2020-08-24

Algorithmic Investment Models

Boston, MA
2018-06-14 → 2020-02-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stoughton, MA

Stoughton, MA

Boston, MA

Sharon, MA
2011-10-17 → 2018-05-25

Amundi Pioneer Institutional Asset Management, Inc.

Boston, MA

10/2025- Fixed Insurance; 0 hrs/week, 0 hrs during market hours; no ownership; investment related

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-08-15
S66	Uniform Combined State Law Examination	2011-10-13

Other Firms