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Advisors / Georgia / Marietta
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Frederick Dais

Financial advisor at First Command Advisory Services

Frederick Dais is a fiduciary financial advisor in Marietta, Georgia, registered since Nov 2025. Frederick joined First Command Advisory Services in 2026, a firm offering financial planning and investment management. First Command Advisory Services reports being paid through a percentage of assets and flat fees.

One of 337 advisors with offices in Marietta, and one of 301 fiduciaries.

Marietta, GA 300672 licenses alreadyFiduciary advisor

At a glance

ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office1640 Powers Ferry Road Building 24, Suite 100, Marietta, GA 30067
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$214,697
Advisors at the firm1,025
States licensed ?1 state

Services through First Command Advisory Services

Financial planningInvestment management for individuals and small businesses

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Apr 2026 – now

Questions to ask Frederick

Tailored to Frederick’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Frederick

How do I contact Frederick?

Call First Command Advisory Services at 817-731-8621 and ask for Frederick Dais. Frederick works from the Marietta, GA office.

How long has Frederick been a financial advisor?

Frederick is new to the profession, registered since Nov 2025, and holds 2 licenses.

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?

First Command Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Frederick for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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