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Freeman Financial LLC CRD 288904
$4.87M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
687 Highland Ave #17, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David A Levy Cpa Pc | Needham | MA | 05/2014 | Present |
Auditor at David A Levy CPA PC. This is not investment related. Address: 20 Freeman Place, Needham, MA 02492. Worked at firm since May 2014. Spend approximately 175 hours per month working at the firm, most of which is during trading hours. Duties include tax and audit services and general accounting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-03 |
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