AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RF

Reed Freyermuth

CRD# 214278·Registered 1969 - 2009
Previously Registered: Being a previously registered professional could mean that Reed 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.

Professional Summary

Reed Freyermuth was a registered financial advisor. Reed was a previously registered financial advisor and started their career in finance 1969 - 2009. Reed had worked at 14 firms and has passed the Series 65, Series 63, Series 7, Series 55, Series 1, Series 000, Series 4, Series 40 and Series 12 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

57 years in the financial services industry

Current & Past Employments

HERMES ECONOMETRICS·CRD# 113643
RIA
Novato, CA
August 12, 2009 - December 31, 2009
MERCURY SECURITIES, LLC·CRD# 40368
BD
Novato, CA
July 13, 2009 - February 4, 2010
THE SHEMANO GROUP, INC.·CRD# 35528
BD
San Francisco, CA
May 2, 2003 - September 29, 2006
WELLS FARGO SECURITIES, LLC·CRD# 7665
BD
San Francisco, CA
December 14, 1998 - March 20, 2003
COWEN AND COMPANY·CRD# 7616
BD
New York, NY
July 1, 1998 - December 24, 1998
FINANCIAL SQUARE PARTNERS·CRD# 1541
BD
New York, NY
August 11, 1994 - July 1, 1998
ALEX. BROWN & SONS INCORPORATED·CRD# 20
BD
September 3, 1991 - August 3, 1994
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
New York, NY
February 1, 1982 - August 26, 1991
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
February 27, 1980 - March 23, 1982
SHUMAN, AGNEW & CO., INC.·CRD# 7468
BD
August 31, 1977 - February 27, 1980
SHUMAN, AGNEW & CO., INC.·CRD# 3404
BD
August 29, 1975 - August 16, 1977
DELAFIELD CHAILDS INC·CRD# 1000003
BD
April 17, 1975 - September 20, 1975
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED·CRD# 412
BD
April 18, 1972 - April 24, 1975
LOMBARD, NELSON & MCKENNA, INC·CRD# 527
BD
April 9, 1969 - June 17, 1971

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

HE
HERMES ECONOMETRICS

HERMES ECONOMETRICS | MAIA LAURA MCGEHEE

CRD#: 113643 / SEC#: 801-60403

Contact Information

Main Address

1615 Hill Road Suite 21, Novato, CA 94947-4304

Documents

Latest Form ADV

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2009About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2009About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jul 2009About the Series 7 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Nov 2005

Series 1 — Registered Representative Examination

Passed Apr 1969

Series 000 — General Securities Principal Examination

Passed Mar 1969

Series 4 — Registered Options Principal Examination

Passed Apr 1988About the Series 4 exam

Series 40 — Registered Principal Examination

Passed May 1977

Series 12 — NYSE Branch Manager Examination

Passed Sep 1969

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary)

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
RF
Follow Reed
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required