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Scott Jonathan Freeze

SRN ADVISORS, LLC·HUNTINGDON VALLEY, Pennsylvania
SIE, Series 3, Series 4, Series 7, Series 24, Series 53, Series 55, Series 57TO, Series 63SRN ADVISORS, LLC
2600 PHILMONT AVENUE, HUNTINGDON VALLEY, PA 19006CRD# 2518935Firm CRD# 307155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Jonathan Freeze · HUNTINGDON VALLEY, PA
Registration
CRD #2518935 · SRN ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 24
Series 53
Series 55
Series 57TO
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
SRN ADVISORS, LLC
CRD 307155 · SEC 801-118171
AUM
$133M
Regulatory assets under management
Employees
4
3 client accounts
Services offered by SRN ADVISORS, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at SRN ADVISORS, LLC →
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04

Frequently Asked Questions

What services does Scott Jonathan Freeze offer?
Scott Jonathan Freeze specializes in Investment Management, Fee-Only Advisory. Contact their office in HUNTINGDON VALLEY, Pennsylvania for a consultation.
What are Scott Jonathan Freeze's credentials?
Scott Jonathan Freeze is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Jonathan Freeze located?
Scott Jonathan Freeze is based in HUNTINGDON VALLEY, Pennsylvania, working with SRN ADVISORS, LLC. Their office serves clients in the HUNTINGDON VALLEY metropolitan area and surrounding communities.
How does Scott Jonathan Freeze charge for services?
Scott Jonathan Freeze's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SRN ADVISORS, LLC?
SRN ADVISORS, LLC has approximately 4 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael John Blaszczyk
HUNTINGDON VALLEY, PA

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