Frode Teigen
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pasadena, CA 91101
Credentials
Series 66
Industry experience
4 years
Frode Teigen is a Financial Advisor with the Ma Teigen Group at Merrill Lynch Wealth Management. He joined Merrill in 2021 and contributes to the team by overseeing operations to facilitate sustained client interaction. Frode applies his analytical skills and experience to design customized wealth management plans, gathering relevant data and modeling scenarios to clarify client priorities and identify action items. He also dedicates significant effort to investment analysis and research, evaluating competing investment options aligned with client needs and advising on parameters such as risk thresholds, time horizons, tax sensitivity, and liquidity.
Before joining Merrill, Frode worked for decades in the information technology sector and was involved as a venture capital investor for tech start-ups. He holds a Master of Science degree (M.Sc.) from the Norwegian University of Science and Technology. Frode is a Personal Investment Advisor (PIA), Chartered Retirement Planning Counselor (CRPC™), and a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA™). He communicates in English, Norwegian, Swedish, and French.
Frode is married with two children and enjoys exploring local trails around Pasadena, California, with his family and their dog, Kiki. His personal interests include chess, hiking, reading, skiing, soccer, swimming, and traveling.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
800 E Colorado Blvd
Pasadena, CA 91101
California · Texas
Bank Of America, N.a.
2022 - Present (4 years)
Merrill
2021 - Present (5 years)
eSmart Systems US Inc
2016 - 2021 (5 years)
Voss Consulting LLC
2013 - 2020 (7 years)
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