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Managing Partner & Wealth Advisor

Rob Fremont

A licensed Investment Adviser Representative and Managing Partner who brings two decades at Fidelity Investments to the firm's wealth coordination practice for families with $1M to $30M.

← The Team
Rob Fremont, Managing Partner & Wealth Advisor
About

Rob Fremont is a Managing Partner and Wealth Advisor at Intellicapital Advisors, LLC, an SEC-registered investment adviser in Ponte Vedra Beach, Florida, and a licensed Investment Adviser Representative. He serves as Managing Partner alongside Michael McAlpin, the firm’s Founder, Managing Partner, and Chief Compliance Officer.

Before joining the firm, Rob Fremont spent more than two decades at Fidelity Investments as a Senior Portfolio Specialist (2000–2021). He works with households of $1M to $30M in investable assets, coordinating investment management, financial planning, tax, and estate planning under a single fiduciary relationship. His advisory activities are supervised by the firm’s Chief Compliance Officer.

The Record
Experience
Senior Portfolio Specialist, Fidelity Investments (2000–2021)
FINRA CRD
4283619
Education
B.A., Political Science — Miami University, 1997
Verification
SEC IAPD — CRD# 316908 ↗Registration history is verifiable through the SEC’s Investment Adviser Public Disclosure database.
Contact
Office
4210 Valley Ridge Blvd, Suite 130, Ponte Vedra Beach, FL 32081
Phone
(866) 438-1958
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