Frederic Wheeler has been Chief Investment Officer of Friedenthal Financial since March 2019, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Friedenthal Financial, LLC is a Marlton, NJ firm with $196M under management, 196 clients and 4 advisers in one office, as of its August 2026 filing.
Frederic Wheeler’s longest registration is the current one, 16 years at Friedenthal Financial since 2010. Before joining Friedenthal Financial in 2010, Frederic Wheeler was registered through Metlife Securities Inc.
- Friedenthal Financial, LLCCurrent– present · 16 yearsMarlton, NJ · Adviser representative · Firm CRD 150457
- Metlife Securities Inc.– · under a yearPlymouth Meeting, PA · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Frederic Wheeler is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2010; the most recent is Texas, in August 2013.
- New JerseySince 24 February 2010
- TexasResidentSince 23 August 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 July 2009 |
| Series 7 | General Securities Representative Examination | 7 July 2009 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5679832
- Firm
- Friedenthal Financial · CRD 150457
- Role
- Chief Investment Officer
- Office
- 5000 SAGEMORE DRIVE, SUITE 102, Marlton, NJ 08053
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Frederic Wheeler work?
Frederic Wheeler has been Chief Investment Officer of Friedenthal Financial, LLC since March 2019.
Is Frederic Wheeler a financial advisor?
Yes. Frederic Wheeler has a current investment-adviser registration in New Jersey and Texas, through Friedenthal Financial since February 2010.
How many years of experience does Frederic Wheeler have?
Frederic Wheeler has 17 years in the financial industry, since July 2009, across 2 adviser firms.
What exams has Frederic Wheeler passed?
Frederic Wheeler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2009.
Where is Frederic Wheeler based?
Frederic Wheeler’s registered office is in Marlton, NJ.
Is Frederic Wheeler registered with FINRA?
No. Frederic Wheeler has no current broker registration.
How can I verify Frederic Wheeler’s record?
Search CRD 5679832 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Frederic Wheeler’s full registration record.
