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Stanley Freifeld

CRD#: 2067883
SF
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stanley Freifeld was a registered financial professional .

Stanley is a previously registered financial professional and started their career in finance in 1992. Stanley had worked at 2 firms and has passed the Series 65, Series 63, Series 6 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 8, 2007 - October 22, 2025

MCMILLAN ANALYSIS CORPORATION

RIA
CRD#: 128920
LELAND, NC
Past

March 30, 1992 - March 28, 1994

WALL STREET ACCESS

BD
CRD#: 10012
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/7/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 5/31/1990
Non-Member General Securities Examination

Current Firm


MA
MCMILLAN ANALYSIS CORPORATION
MCMILLAN ANALYSIS CORPORATION | MCMILLAN ASSET MANAGEMENT

CRD#: 128920 / SEC#:

California
Registered Investment Advisory firm - (1/28/2014 Approved)
District of Columbia
Registered Investment Advisory firm - (12/4/2023 Terminated)
Florida
Registered Investment Advisory firm - (5/30/2017 Approved)
Maryland
Registered Investment Advisory firm - (12/22/2023 Terminated)
New Jersey
Registered Investment Advisory firm - (1/15/1992 Approved)
New York
Registered Investment Advisory firm - (5/26/2016 Approved)
North Carolina
Registered Investment Advisory firm - (1/8/2019 Approved)
Texas
Registered Investment Advisory firm - (4/20/2016 Approved)
Virginia
Registered Investment Advisory firm - (12/13/2023 Terminated)
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Contact information


Main Address
Randolph, NJ
Mailing Address
P.o Box 1323, Morristown, NJ 07962
Phone number
(973) 328-1674
Established
Firm type
Fiscal year end
# of Employees
9

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts84
AUM (Assets Under Management)$ 39,102,505

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MCMILLAN ANALYSIS CORPORATION

CRD#: 128920

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