Best Investors Account Sign in
Inactive

Scott Matthew Freund

Family Office Research, LLC

Bethesda, MD

Claim This Profile
Current Employers
Family Office Research, Llc

7910 Woodmont Ave Suite 1120, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-03-28
  • MD RA
    APPROVED
    Since 2024-03-28

Branch Locations

7910 Woodmont Ave Suite 1120, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Family Office Research Llc Bethesda MD 07/2005 Present
Previous Registrations
  • 2012-05-02 → 2015-02-05
    Global Arena Investment Management, Llc
    New York, NY
  • 2008-04-21 → 2010-04-23
    Gcc Family Wealth Management Corporation
    Mclean, VA
  • 2007-08-15 → 2008-07-14
    Bethesda, MD
  • 2006-03-21 → 2007-09-12
    Piedmont Investment Advisors, Llc
    Ashburn, VA
  • 2005-07-05 → 2007-07-09
    Grove Point Investments, Llc
    Washington, DC
  • 2003-03-14 → 2005-07-07
    Banc Of America Investment Services, Inc.
    Chevy Chase, MD
  • 1999-06-24 → 2003-03-19
    Morgan Stanley Dw Inc.
    Alexandria, VA
Other Businesses

THE NAME OF THE OTHER BUSINESS: LOWER ST CLAIR LLC WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES, BUT NO INVESTMENT ADVICE IS PROVIDED. THE ADDRESS OF THE OTHER BUSINESS: 5821 PLAINVIEW ROAD, BETHESDA, MD 20817 THE NATURE OF THE OTHER BUSINESS: CONSULTING, PERSONAL INVESTMENTS, PUBLISHING YOUR POSITION, TITLE OR RELATIONSHIP WITH THE OTHER BUSINESS: EMPLOYEE THE START DATE OF YOUR RELATIONSHIP: 2000 THE APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: LESS THAN 10 THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: LESS THAN 10/MONTH BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: ADMINISTRATIVE/CONSULTING WORK 1. FARMTOGETHER US FARMLAND FUND LP - INVESTMENT RELATED: YES - ADDRESS: 5113 WILLET BRIDGE RD, BETHESDA, MD 20816 - NATURE: US FARMLAND FUND - POSITION: CONSULTANT AND PART OWNER- START DATE: 07/17/2020 - NUMBER OF HOURS/MONTH: 10 OR FEWER - SECURITIES TRADING HOURS/MONTH: LESS THAN 5 - DESCRIPTION: CONSULTING AND ADVISING THE FUND ON HOW TO SETUP ITS OPERATIONS, COORDINATE LEGAL, RAISE FUNDING, AND RUN THE FUND ONCE SET UP.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-22
S63 Uniform Securities Agent State Law Examination 1994-12-29
  • S65 Uniform Investment Adviser Law Examination
    1996-02-22
  • S63 Uniform Securities Agent State Law Examination
    1994-12-29
Other Names
  • Scott Matthew Freund

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor