Robert Freireich, financial advisor Tarrytown NY

Robert Freireich

CRD Number: 1201251
Current Firm: Lpl Financial LLC

Robert Freireich (CRD# 1201251) is an Investment Advisor Representative working at Lpl Financial LLC in Tarrytown, NY and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
The Capital Preserve, Inc. Tarrytown, NY Jan 2005 - Current 19
Lpl Financial Llc ( Tarrytown, NY Dec 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Robert H. Freireich
Phone Number: 704-733-3300
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV, WY

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