Orrin Coleridge Fredericks

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Tampa, FL
• 12/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-04-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Tampa, FL
• 2006-02-01 → 2006-10-27
  New England Securities
  Tampa, FL
  Tampa, FL
• 2005-08-05 → 2005-11-28
  Ameriprise Financial Services, Llc
  Tampa, FL

Other Businesses

*377364 - Fredericks Security Solutions, LLC; Investment related- Yes; Palm Harbor, Florida; Firearms; Sole Proprietor / Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2019; During business hours: 0; After business hours: 80; Administrative, Sales/Marketing *579682 - Black Lions Gun Club ; Investment related - Yes ; Palm Harbor,Florida ; Education ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 8/2020 ; During business hours : 0 ; After business hours : 80 ; Administrative:Labor/Service:Sales/Marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-03
• S63 Uniform Securities Agent State Law Examination
  2000-07-14

Other Names

• Orrin Fredericks
• Orrin Coleridge Fredericks