A complete list of active advisors currently associated with Frec

Warmer can help you find a great advisor at Frec or one who fits your needs even better.

Frec Advisers provides automated, software-based investment advisory services exclusively through the Frec web and mobile platform to retail and entity clients who first open brokerage accounts with its affiliate, Frec Securities. The firm offers discretionary portfolio management focused on direct indexing, tax-loss harvesting, hedging with option contracts, cash management, portfolio allocation using a curated ETF list, and a tax-basis monitoring service. The firm’s investment process emphasizes index replication with client personalization (for example, excluding specific securities), systematic tax-aware trading, and factor-tilted long‑short strategies that may employ margin or portfolio margin. Clients choose between full or limited discretionary authority via online client profiles; Frec does not provide in‑person or phone investment advice and relies on automated monitoring and periodic rebalancing through its platform. Distinctive features include its required use of the affiliated broker‑dealer and a custodial/clearing relationship with Apex, promotional programs and third‑party advertising arrangements disclosed in the brochure, and operational features more commonly found at larger or institutional platforms—such as margin-based strategies, portfolio margin, a portfolio line of credit option, securities lending, and FDIC sweep options. The firm also manages a relatively high client load per advisor (about 220 clients per advisor) and delivers services primarily through automated software rather than traditional advisor-led interactions.

To learn more about the advisors currently working at Frec, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Frec's office locations.