Unclaimed Profile

Susan Gordon Freed

SUSAN FREED & ASSOCIATES, INC.·CHEVY CHASE, Maryland

Series 6, Series 7, Series 22, Series 27, Series 63, Series 65Clean record33 years registeredSUSAN FREED & ASSOCIATES, INC.

2 WISCONSIN CIRCLE, CHEVY CHASE, MD 20815CRD# 725251Firm CRD# 104743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Gordon Freed · CHEVY CHASE, MD

Registration

CRD #725251 · SUSAN FREED & ASSOCIATES, INC. · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUSAN FREED & ASSOCIATES, INC.

CHEVY CHASE TRUST COMPANY

May 2014 – Mar 2022

BETHESDA, MD

FREED ADVISORS

Jan 1993 – Apr 2014

CHEVY CHASE, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 27

Series 63

Series 65

Registration record

First registered · January 14, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUSAN FREED & ASSOCIATES, INC.

CRD 104743 · SEC 801-31518

AUM

$319M

Regulatory assets under management

Employees

140 client accounts

Services offered by SUSAN FREED & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUSAN FREED & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Susan Gordon Freed offer?

Susan Gordon Freed specializes in Financial Planning, Investment Management.

What are Susan Gordon Freed's credentials?

Susan Gordon Freed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Gordon Freed located?

Susan Gordon Freed is based in CHEVY CHASE, Maryland, last registered with SUSAN FREED & ASSOCIATES, INC..

How does Susan Gordon Freed charge for services?

Susan Gordon 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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