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Keith Fredrickson, Cfp®, Crpc™ Email & Phone Number
Senior Vice President and Wealth Advisor
at
CARE Private Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Vice President and Wealth Advisor
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Keith Fredrickson, Cfp®, Crpc™? Overview
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Quick answer
Keith Fredrickson, Cfp®, Crpc™ is listed as Senior Vice President and Wealth Advisor at CARE Private Wealth, a company with 6 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Keith Fredrickson, Cfp®, Crpc™.
Keith Fredrickson, Cfp®, Crpc™ previously worked as Senior Vice President / Wealth Advisor at Care Private Wealth and Vice President / Senior Wealth Planner at Merrill Lynch. Keith Fredrickson, Cfp®, Crpc™ holds Certified Financial Planner Program, Financial Planning And Services from New York University.
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Email format at CARE Private Wealth
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CARE Private Wealth
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Profile bio
About Keith Fredrickson, Cfp®, Crpc™
I am a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and wealth advisor with a career built around helping people define the true purpose of their wealth and achieve their top financial goals. Empathetic and approachable, I strive to understand the pain-points, aspirations, and objectives of every client to ensure that the programs and strategies I present speak directly to their unique goals & priorities.I am also highly skilled in presenting complex financial topics to diverse audiences in simple, actionable ways and leveraging technology to streamline and simplify processes and maximize the impact of my work.On a personal note, I graduated from Bard College with a degree in music/Jazz theory and composition/performance. With a passion for music, I enjoy playing guitar, singing, composing both serious Jazz, and rock & roll songs. I’m also inspired by self-improvement including physical, emotional and financial health.
Current workplace
Keith Fredrickson, Cfp®, Crpc™'s current company
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Care Private Wealth
8 roles · 23 years
Keith Fredrickson, Cfp®, Crpc™ work experience
A career timeline built from the work history available for this profile.
Senior Vice President / Wealth Advisor
CurrentAdvisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.comCARE Private Wealth and the above firms are independent and non-affiliated.
Jun 2024 - Present
Vice President / Senior Wealth Planner
Oversaw financial planning, portfolio construction and management, investment analysis, and revenue generation. Led and developed a team of 2 with overall accountability. Consistently grew the business through comprehensive financial planning. Served on Merrill’s Premier Financial Advisory Team, a designation reserved for top performers.
2020 - Jun 2024
Investment Analyst
Promoted into a role focused on financial planning, portfolio management, and investment analysis. Specialized in executive equity compensation and Rules 144/10b5-1 plans. Worked primarily with corporate executives and board members of publicly traded companies, devising and executing strategies to monetize equity awards and drafting 10b5-1 trading plans..
2014 - 2020
~6 yrs
Client Associate
Stepped into a more expansive administrative position representing a wealth management advisor with a larger portfolio of assets under management. Served as an indispensable partner to the principal, overseeing account opening, enrollment of managed accounts, trade placement, and development of reports and analysis for clients. Assured that every client.
2010 - 2014
~4 yrs
Financial Services Associate
As a key support partner to two independent financial advisors, established and managed investment accounts for individual and institutional clients, produced and presented a wide range of performance reports and analysis to clients, and oversaw day-to-day customer service.
2007 - Sep 2010
Front Line Trading Assistant
2004 - 2007
~3 yrs
Floor Runner
2003 - 2004
~1 yr
2 education records
Keith Fredrickson, Cfp®, Crpc™ education
Certified Financial Planner Program, Financial Planning And Services
Bachelor Of Arts - Ba, Jazz Theory & Performance
FAQ
Frequently asked questions about Keith Fredrickson, Cfp®, Crpc™
Quick answers generated from the profile data available on this page.
What company does Keith Fredrickson, Cfp®, Crpc™ work for?
Keith Fredrickson, Cfp®, Crpc™ works for CARE Private Wealth.
What is Keith Fredrickson, Cfp®, Crpc™'s role at CARE Private Wealth?
Keith Fredrickson, Cfp®, Crpc™ is listed as Senior Vice President and Wealth Advisor at CARE Private Wealth.
Where is Keith Fredrickson, Cfp®, Crpc™ based?
Keith Fredrickson, Cfp®, Crpc™ is based in New York City Metropolitan Area, United States, United States while working with CARE Private Wealth.
What companies has Keith Fredrickson, Cfp®, Crpc™ worked for?
Keith Fredrickson, Cfp®, Crpc™ has worked for Care Private Wealth, Merrill Lynch, Van Der Moolen Specialists, and New York Stock Exchange.
How can I contact Keith Fredrickson, Cfp®, Crpc™?
You can use AeroLeads to view verified contact signals for Keith Fredrickson, Cfp®, Crpc™ at CARE Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Keith Fredrickson, Cfp®, Crpc™ attend?
Keith Fredrickson, Cfp®, Crpc™ holds Certified Financial Planner Program, Financial Planning And Services from New York University.
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