Richard Frey
Managing Member And Chief Executive OfficerAnchor & Oak Wealth Advisors, LLCCRD 1437611
About Richard Frey
Richard Frey is listed as Managing Member And Chief Executive Officer at Anchor & Oak Wealth Advisors, LLC in Marco Island, FL. Form ADV reports a beneficial ownership band of Under 5%. Richard Frey is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Anchor & Oak Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Richard Frey work?
Richard Frey is listed as Managing Member And Chief Executive Officer at Anchor & Oak Wealth Advisors, LLC on SEC Form ADV.
How much of Anchor & Oak Wealth Advisors, LLC does Richard Frey own?
Form ADV reports a beneficial ownership band of Under 5%.
Anchor & Oak Wealth Advisors, LLC
| Title | Managing Member And Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Anchor & Oak Wealth Advisors, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |