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Keith F
Series 66
Malta, NY
Capital Analysts
Keith Fredrickson is a financial advisor at Capital Analysts with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Bank of America, N.A., and Merrill. Outside of his advisory role, he owns multiple media and music-related businesses, including a podcast production company and an online guitar lesson platform. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and a firm-managed investment team employing proprietary mutual fund screening tools.
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