PNC Wealth Management
45yrs
Top advisor by experience at PNC Wealth Management
32yrs
Fred Malcolm
Financial advisor at Strategic Advisers
Fred Malcolm is a fiduciary financial advisor in Parker, Colorado, with 32 years in the industry. Fred joined Strategic Advisers in 2025, after four years at Fidelity Personal and Workplace Advisors and less than a year at Charles Schwab & CO.. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 142 advisors with offices in Parker, and one of 137 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 2% by experience at Strategic Advisers
OfficeParker, CO
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jan 2006 – Apr 2006Charles Schwab & CO., Inc.Previously
Contact Fred
Parker, COOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Fred
Tailored to Fred’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Fred
How do I contact Fred?
Call Strategic Advisers at (617) 563-7000 and ask for Fred Malcolm. Fred works from the Parker, CO office.
How long has Fred been a financial advisor?
Fred has been in the industry since 1994, about 32 years. Top 2% by experience at Strategic Advisers.
What licenses does Fred hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Fred a fiduciary?
Fred is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Fred paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Fred for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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