James S. Freed

SITMAN, FREED & CO. LLP

Feasterville, PA 19053-4108

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CRD#: 4122424

Professional summary

James Scott Freed is a registered financial advisor currently at SITMAN, FREED & CO. LLP located in Feasterville, Pennsylvania.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. James has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view James Scott Freed's CRS (Customer Relationship Summary).

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

Current

March 22, 2006 - Present

SITMAN, FREED & CO. LLP

Office #1: 1200 Bustleton Pike, Suite 6, Feasterville, PA 19053-4108

RIA

CRD#: 139541

Feasterville, PA

Past

September 15, 2001 - February 3, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

May 15, 2000 - September 15, 2001

HOWARD WEIL INCORPORATED

CRD#: 30958

NEW ORLEANS, LA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/22/2006)

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Exams

State Security Law Exam

Series 63

Date: 11/5/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/11/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SITMAN, FREED & CO. LLP

CRD#: 139541 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/22/2006 Approved)

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Contact information

Main Address

1200 Bustleton Pike, Suite 6, Feasterville, PA 19053-4108

Mailing Address

Phone number

(215) 355-8882

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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James S. Freed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Scott Freed's CRS (Customer Relationship Summary).

Certified licenses

Experience

SITMAN, FREED & CO. LLP

LEGG MASON WOOD WALKER, INCORPORATED

HOWARD WEIL INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 11/5/2001

Series 6

Date: 5/11/2000

Current Firm

SITMAN, FREED & CO. LLP

Contact information

Documents

Red Flags

Company Information

SITMAN, FREED & CO. LLP

TRUST BUT VERIFY

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