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Frederick John Redmond

Schwab Wealth Advisory, Inc.

Hollywood, FL

CRD 6050186

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-17
NJ RA APPROVED 2026-04-08
  • FL RA
    APPROVED
    Since 2026-04-17
  • NJ RA
    APPROVED
    Since 2026-04-08

Branch Locations

Hollywood, FL • 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
Pimco Investments Llc New York NY 03/2015 11/2020
Pimco Investment Management Company Llc New York NY 03/2015 11/2020
Fidelity Investments Shrewsbury NJ 11/2020 11/2024
Charles Schwab & Co.,Inc Hollywood FL 11/2024 Present
Charles Schwab Bank Morristown NJ 11/2024 04/2026
Schwab Wealth Advisory Inc. Hollywood FL 04/2026 Present
  • 03/2015 → 11/2020
    Pimco Investments Llc
    New York, NY
  • 03/2015 → 11/2020
    Pimco Investment Management Company Llc
    New York, NY
  • 11/2020 → 11/2024
    Fidelity Investments
    Shrewsbury, NJ
  • 11/2024 → Present
    Charles Schwab & Co.,Inc
    Hollywood, FL
  • 11/2024 → 04/2026
    Charles Schwab Bank
    Morristown, NJ
  • 04/2026 → Present
    Hollywood, FL
Previous Registrations
  • 2020-11-25 → 2024-11-19
    Fidelity Personal And Workplace Advisors
    Shrewsbury, NJ
  • 2014-05-27 → 2015-02-24
    Mount Laurel, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-20
  • S66 Uniform Combined State Law Examination
    2020-11-20
Other Names
  • Frederick John Redmond Iii
  • Frederick John Redmond Iii
  • Fred Redmond
  • Frederick John Redmond
  • Frederick John Redmond

View on SEC IAPD

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