Michael Freeburg, financial advisor Greenwich CT
73 score

Michael Freeburg

CRD Number: 4508491
Current Firm: Greenwich Wealth Management, LLC

Michael Freeburg (CRD# 4508491) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Leigh Baldwin & Company, LLC Cazenovia, NY Aug 2013 - Current 3
Greenwich Wealth Management LLC Greenwich, CT Dec 2006 - Current 10
Saxony Securities St. Louis, MO Dec 2006 - Aug 2013 6
Jvb Financial Group, LLC Cos Cob, CT Jul 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination May 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Freeburg
Phone Number: 203-618-0100
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    771
    MILLIONS
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $4,820,679
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, FL, MA, ME, MI, NH, NY, PA, TX, VT

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BADGES
73

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