FREEDMAN FINANCIAL ASSOCIATES, INC.
CRD #128666 SEC #801-77448 PEABODY, MA 978-531-8108
SEC Registered
Total AUM
$582.7M
Discretionary
$582.7M
Employees
6
Clients
251
Accounts
1,134
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 1, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | NA | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | NA | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | NA | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | NA | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | NA | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | NA | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | NA | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | NA | |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| FREEDMAN, MARC, STUART | I | PRESIDENT AND CCO | E | Control |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | B | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | B | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | B | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | B | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | B | |
| GILMAN, MARION, BLATSOS | I | EXECUTIVE VICE PRESIDENT | B |
Registrations
Federal
IA
Mar 1, 2022 REGISTERED
Notice Filings (6)
FL MA ME NH NY TX
Address
41 CROSS STREET2ND FLOOR
PEABODY, MA 01960
United States
Phone: 978-531-8108