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Herman Edward Freitag

Corient

Charlotte, NC

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-10-11
TX RA APPROVED 2022-10-11
  • NC RA
    APPROVED
    Since 2022-10-11
  • TX RA
    APPROVED
    Since 2022-10-11

Branch Locations

4201 Congress Street Suite 240, Charlotte, NC 28209 • 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
The Vanguard Group, Inc. Charlotte NC 06/2014 12/2017
Mcgill Advisors, A Division Of Brightworth Charlotte NC 01/2018 07/2021
Ci Brightworth (Formerly Mcgill Advisors) Charlotte NC 07/2021 03/2023
Corient Charlotte NC 10/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 06/2014 → 12/2017
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2018 → 07/2021
    Mcgill Advisors, A Division Of Brightworth
    Charlotte, NC
  • 07/2021 → 03/2023
    Ci Brightworth (Formerly Mcgill Advisors)
    Charlotte, NC
  • 10/2022 → Present
    Corient
    Charlotte, NC
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2018-01-19 → 2023-03-31
    Ci Brightworth Private Wealth
    Charlotte, NC
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-08-01
  • S63 Uniform Securities Agent State Law Examination
    2014-08-01
Designations
Other Names
  • Herman Edward Freitag

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
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MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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