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Charles Lynn Freed

SUSAN FREED & ASSOCIATES, INC.·CHEVY CHASE, Maryland
Clean recordSUSAN FREED & ASSOCIATES, INC.
2 WISCONSIN CIRCLE, CHEVY CHASE, MD 20815CRD# 4373941Firm CRD# 104743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Lynn Freed · CHEVY CHASE, MD
Registration
CRD #4373941 · SUSAN FREED & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Lynn Freed is a registered financial advisor based in CHEVY CHASE, Maryland, affiliated with SUSAN FREED & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SUSAN FREED & ASSOCIATES, INC.
FREED ADVISORS
AUM
$319M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SUSAN FREED & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4373941
Firm CRD# 104743
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Lynn Freed offer?
Charles Lynn Freed specializes in Financial Planning, Investment Management. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are Charles Lynn Freed's credentials?
Charles Lynn Freed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Lynn Freed located?
Charles Lynn Freed is based in CHEVY CHASE, Maryland, working with SUSAN FREED & ASSOCIATES, INC.. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does Charles Lynn Freed charge for services?
Charles Lynn Freed's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUSAN FREED & ASSOCIATES, INC.?
SUSAN FREED & ASSOCIATES, INC. has approximately 6 employees and manages $319M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUSAN FREED & ASSOCIATES, INC.

Susan Gordon Freed
CHEVY CHASE, MD

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