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James Michael Freeman

CANTELLA & CO., INC.·MALDEN, Massachusetts
SIE, Series 7, Series 24, Series 30, Series 31, Series 63, Series 65, Series 99TO24 years registeredCANTELLA & CO., INC.
350 MAIN STREET. 3RD FL., MALDEN, MA 02148CRD# 1501323Firm CRD# 13905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Michael Freeman · MALDEN, MA
Registration
CRD #1501323 · CANTELLA & CO., INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Dec 2022 – present
CANTELLA & CO., INC.
May 2002 – Jun 2023
Malden, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 30
Series 31
Series 63
Series 65
Series 99TO
Registration record
First registered · May 10, 2002
Years registered · 24
03

Disclosure History

2002Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CANTELLA & CO., INC.
CRD 13905 · SEC 801-60841
AUM
$1.9B
Regulatory assets under management
Employees
197
5,665 client accounts
Services offered by CANTELLA & CO., INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
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05

Frequently Asked Questions

What services does James Michael Freeman offer?
James Michael Freeman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MALDEN, Massachusetts for a consultation.
What are James Michael Freeman's credentials?
James Michael Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Freeman located?
James Michael Freeman is based in MALDEN, Massachusetts, working with CANTELLA & CO., INC.. Their office serves clients in the MALDEN metropolitan area and surrounding communities.
How does James Michael Freeman charge for services?
James Michael Freeman's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANTELLA & CO., INC.?
CANTELLA & CO., INC. has approximately 197 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CANTELLA & CO., INC.

Jennie L Devlin
MALDEN, MA
Jonathan Brooks Marston
MALDEN, MA
David Alan Doshier
MALDEN, MA
Jonathan Lanstein
MALDEN, MA
William Hadley Mcevoy
MALDEN, MA
Sheelagh Howett
MALDEN, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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