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Marc Stuart Freedman

FREEDMAN FINANCIAL ASSOCIATES, INC.·PEABODY, Massachusetts
Clean recordFREEDMAN FINANCIAL ASSOCIATES, INC.
41 CROSS STREET, PEABODY, MA 01960CRD# 2165138Firm CRD# 128666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Stuart Freedman · PEABODY, MA
Registration
CRD #2165138 · FREEDMAN FINANCIAL ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marc Stuart Freedman is a registered financial advisor based in PEABODY, Massachusetts, affiliated with FREEDMAN FINANCIAL 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FREEDMAN FINANCIAL ASSOCIATES, INC.
FREEDMAN FINANCIAL ASSOCIATES, INC.
AUM
$583M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FREEDMAN FINANCIAL ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2165138
Firm CRD# 128666
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Stuart Freedman offer?
Marc Stuart Freedman specializes in Financial Planning, Investment Management. Contact their office in PEABODY, Massachusetts for a consultation.
What are Marc Stuart Freedman's credentials?
Marc Stuart Freedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Stuart Freedman located?
Marc Stuart Freedman is based in PEABODY, Massachusetts, working with FREEDMAN FINANCIAL ASSOCIATES, INC.. Their office serves clients in the PEABODY metropolitan area and surrounding communities.
How does Marc Stuart Freedman charge for services?
Marc Stuart Freedman'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 FREEDMAN FINANCIAL ASSOCIATES, INC.?
FREEDMAN FINANCIAL ASSOCIATES, INC. has approximately 6 employees and manages $583M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FREEDMAN FINANCIAL ASSOCIATES, INC.

Marion Blatsos Gilman
PEABODY, MA

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Research
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