Adam Freund, financial advisor West Bloomfield MI

Adam Freund

CRD Number: 5726306
Current Firm: Citizens Investment Services

Adam Freund (CRD# 5726306) is an Investment Advisor Representative working at Citizens Investment Services in West Bloomfield, MI and has over 11 years of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Charter One Investment Services Corp. W.bloomfield, MI Jul 2011 - Current 9
Edward Jones Novi, MI Oct 2009 - Jul 2011 1
Real Estate One Commerce, MI Sep 2008 - Oct 2009 1
Winston-traitel Realty Commerce, MI Jul 2002 - Oct 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
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.

Get Details on the FINRA Advisor Check site
Contact Info for Adam R. Freund
Phone Number: 1-800-942-8300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5,342
    MILLIONS
  • Total Number of Accounts
    35,056
    ACCOUNTS
  • Average Account Value
    $152,373
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, 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

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Data verified by both the advisor and the public regulatory data.

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