Emily Freund, financial advisor Cambridge MA

Emily Freund

CRD Number: 6344699
Current Firm: Fidelity Personal And Workplace Advisors

Emily Freund (CRD# 6344699) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Cambridge, MA Oct 2019 - Current 2
Manning & Napier Investor Services, Inc. Fairport, NY Aug 2017 - Oct 2019 2
Manning & Napier Advisors, LLC Fairport, NY Oct 2016 - Oct 2019 3
Unemployed Rochester, NY Jun 2016 - Sep 2016 < 1
Rochester Institute Of Technology Rochester, NY Aug 2015 - Jun 2016 < 1
Rochester Institute Of Technology Rochester, NY Sep 2011 - May 2016 4
Division Street, LLC Rochester, NY Jun 2014 - Aug 2014 < 1
Village Bakery And Cafe Pittsford, NY Jul 2012 - Aug 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2017
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Emily Freund
Phone Number: 617-563-7000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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