Ana FreayCRD Number: 7472924
Current Firm: Td Private Client Wealth LLC
Ana Freay (CRD# 7472924) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Td Bank N.a.||Ramsey, NJ||Nov 2021 - Current||< 1|
|Td Private Client Wealth LLC||Ramsey, NJ||Nov 2021 - Current||< 1|
|Td Bank||Hasbrouck Heights, NJ||Nov 2017 - Nov 2021||4|
|Chipotle Mexican Grill||East Rutherford, NJ||Jun 2014 - Nov 2017||3|
|Marshalls Tjmaxx Company||East Rutherford, NJ||Oct 2011 - May 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management5,619MILLIONS
Total Number of Accounts4,792ACCOUNTS
Average Account Value$1,172,526
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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