Fastrade, Inc. (Clearwater)

Fastrade, Inc. is an adviser based in Clearwater. It has been registered with the SEC as an adviser since 2008.

Fastrade provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fastrade, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fastrade, Inc.

Charles H Waldo has been acting as President since 1 Jan 2008. Cynthia Shrawder White joined the executive team most recently as the Finop.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nextrade Holdings Inc.	Owner	1 Aug 2004	75% - 100%	59-3329317
John Martin Schaible	Crop,srop	1 Mar 2005	Other	2357309
Cynthia Shrawder White	Finop	1 Jan 2008	Other	2004220
Charles H Waldo	President/ceo, chief compliance officer, cfo	1 Jan 2008	Other	723194
Josef Paul Schaible	Finop,cco,cfo	1 Jan 2008	Other	2636323

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Micro Limited Partnership	Lp	1 Dec 1999	25% - 50%	51-0395788
Pinnacle Family Lp	Lp	1 Dec 1999	25% - 50%	88-0445601
John Martin Schaible	Owner	1 Dec 1999	75% - 100%	2357309
Mark Edward Yegge	Owner	1 Dec 1999	75% - 100%	1846857

Based in Clearwater

The principal office where Fastrade, Inc. performs its advisory services is located at 301 South Missouri Avenue, Clearwater, FL 33756, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.