Unclaimed Profile

Marc Stuart Freedman

FREEDMAN FINANCIAL ASSOCIATES, INC.·PEABODY, Massachusetts

SIE, Series 7, Series 24, Series 63CFPClean record34 years registeredFREEDMAN 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. · 34 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Apr 2022 – present

LPL FINANCIAL LLC

Sep 1991 – present

LPL FINANCIAL LLC

Apr 1995 – Jun 2013

PEABODY, MA

FREEDMAN FINANCIAL ASSOCIATES, INC.

Apr 1994 – May 2022

PEABODY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · September 6, 1991

Years registered · 34

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FREEDMAN FINANCIAL ASSOCIATES, INC.

CRD 128666 · SEC 801-77448

AUM

$583M

Regulatory assets under management

Employees

1,134 client accounts

Services offered by FREEDMAN FINANCIAL ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FREEDMAN FINANCIAL ASSOCIATES, INC. →

Introduction

Speak with Marc

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Marc is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PEABODY?

Browse all registered financial advisors in PEABODY, Massachusetts or claim this profile if it's yours.

Browse PEABODY Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →