Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
18yrs
Frederick Treff has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Boca Raton, Florida. Frederick has been with LPL Financial since 2026; before that, Frederick spent eight years at Cambridge Investment Research Advisors and four years at Voya Financial Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors in Florida
Office1300 North Federal Hwy Suite 101, Boca Raton, FL 33432
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational 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
- Jul 2026 – nowLPL Financial LLCCurrent firm
- 2018 – 2026
- 2013 – 2016
- 2009 – 2013Voya Financial Advisors, Inc.Previously
Contact Frederick
1300 North Federal Hwy Suite 101Boca Raton, FL 33432Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Frederick
Tailored to Frederick’s registration and firm.
- 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?
- 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
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About Frederick
How do I contact Frederick?
Call LPL Financial at (704) 733-3300 and ask for Frederick Treff. Frederick works from the Boca Raton, FL office.
How long has Frederick been a financial advisor?
Frederick has been in the industry since 2008, about 18 years. More experience than 56% of advisors in Florida.
What licenses does Frederick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Frederick a fiduciary?
Frederick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frederick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Frederick 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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