Robert Fremont has been Managing Partner of Intellicapital Advisors since January 2025, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Intellicapital Advisors LLC is a Ponte Vedra, FL firm with $116M under management, 81 clients and 2 advisers in one office, as of its August 2026 filing.
Robert Fremont’s longest registration was 12 years at Strategic Advisers LLC (2006–2018). Before joining Intellicapital Advisors in 2023, Robert Fremont was registered through Principal Securities, Inc. and Fidelity Personal and Workplace Advisors.
- Intellicapital Advisors LLCCurrent– present · 3 yearsPonte Verda, FL · Adviser representative · Firm CRD 316908
- Principal Securities, Inc.– · under a yearJacksonville, FL · Adviser representative · Firm CRD 1137
- Fidelity Personal and Workplace Advisors– · 3 yearsBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 12 yearsJacksonville, FL · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Robert Fremont is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2023; the most recent is Texas, in July 2026.
- FloridaSince 28 January 2023
- TexasResidentSince 22 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 September 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 2001 |
| Series 7 | General Securities Representative Examination | 9 January 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Joseph Fremont
- CRD
- 4283619
- Firm
- Intellicapital Advisors · CRD 316908
- Role
- Managing Partner
- Office
- 4210 VALLEY RIDGE BLVD, STE 142, Ponte Verda, FL 32081
- Registration
- Investment adviser registration
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Fremont work?
Robert Fremont has been Managing Partner of Intellicapital Advisors LLC since January 2025.
Is Robert Fremont a financial advisor?
Yes. Robert Fremont has a current investment-adviser registration in Florida and Texas, through Intellicapital Advisors since January 2023.
How many years of experience does Robert Fremont have?
Robert Fremont has 25 years in the financial industry, since August 2001, across 4 adviser firms.
What exams has Robert Fremont passed?
Robert Fremont has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in January 2001. FINRA credited Robert Fremont with the SIE, which began in October 2018.
Where did Robert Fremont work before Intellicapital Advisors?
Before Intellicapital Advisors, Robert Fremont was registered through Principal Securities, Inc., August 2022 to January 2023; Fidelity Personal and Workplace Advisors, July 2018 to December 2021; Strategic Advisers LLC, February 2006 to July 2018.
Where is Robert Fremont based?
Robert Fremont’s registered office is in Ponte Verda, FL.
Is Robert Fremont registered with FINRA?
No. Robert Fremont has no current broker registration.
How can I verify Robert Fremont’s record?
Search CRD 4283619 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Fremont’s full registration record.