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Advisors / Massachusetts / Shrewsbury
3yrs

Frederik Otte

Financial advisor at Strategic Advisers

Based in Shrewsbury, Massachusetts, Frederik Otte is a fiduciary financial advisor with 3 years of industry experience. Frederik has been with Strategic Advisers since 2025. 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 39 advisors with offices in Shrewsbury, and one of 37 fiduciaries.

Shrewsbury, MA 01545Fiduciary advisor

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office571 Boston Turnpike Suite 2, Shrewsbury, MA 01545
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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Apr 2025 – now

Questions to ask Frederik

Tailored to Frederik’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. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Frederik

How do I contact Frederik?

Call Strategic Advisers at (617) 563-7000 and ask for Frederik Otte. Frederik works from the Shrewsbury, MA office.

How long has Frederik been a financial advisor?

Frederik has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Frederik hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Frederik a fiduciary?

Frederik is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Frederik paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Frederik 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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