AdFi
RE

Robert Everett Frey Jr

Investment Adviser Representative at LAKESIDE ADVISORS INC

Seattle, WACRD #214260Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
54 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Everett Frey Jr has worked in the securities industry since 1972. They have passed the Series 63 and 1 examinations. They are registered to provide investment advisory services in Washington.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Washington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/24/1989
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 1
Registered Representative Examination
Passed 1/11/1972

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.006
Source

Lakeside Advisors Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LAKESIDE ADVISORS INCCurrent
9/24/1984Seattle, WA
KMS FINANCIAL SERVICES, INC
5/2/20195/2/2019Seattle, WA
ARISTON CAPITAL MANAGEMENT CORP
9/21/19898/23/2004Seattle, WA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at LAKESIDE ADVISORS INC

2 other advisors in the directory

View LAKESIDE ADVISORS INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Everett Frey Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched