Lindsay FrielCRD Number: 7360871
Current Firm: Morgan Stanley
Lindsay Friel (CRD# 7360871) is an Investment Advisor Representative working at Morgan Stanley in Bryn Mawr, PA and has 1 year of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Lpl Financial LLC
|Morgan Stanley Smith Barney LLC||Bryn Mawr, PA||May 2021 - Current||1|
|Jefferson Methodist||Philadelphia, PA||Dec 2019 - Jun 2021||1|
|Jefferson Health New Jersey||Cherry Hill, NJ||Nov 2017 - Dec 2019||2|
|Priority Nutrition Care Distance Dietetic Internship||Hingham, MA||Jan 2017 - Aug 2017||< 1|
|University Of Delaware||Newark, DE||Aug 2009 - Dec 2016||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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