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AF

Anna K. Freitag

FREITAG CAPITAL LLC
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 4242091
AF

Professional summary

Anna Katarzyna Freitag, who also goes by Anna Freitag, Anna Katarzyna Godlewska, is a registered financial professional currently at FREITAG CAPITAL LLC located in Boston, Massachusetts.

Anna is registered as a RR (Registered Representative) and started their career in finance in 2000. Anna has worked at 2 firms and has passed the Series 7 and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anna Freitag | Anna Katarzyna Godlewska

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) - BD

Click below to view Anna Katarzyna Freitag'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

November 13, 2019 - Present

FREITAG CAPITAL LLC

Office #1: 75 State Street Suite 100, Boston, MA 02109
BD
CRD#: 298349
BOSTON, MA
Past

September 27, 2000 - May 30, 2002

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
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

General Industry/Product Exam
RR
Series 7
Date: 9/1/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 28
Date: 8/5/2019
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FC
FREITAG CAPITAL LLC
FREITAG CAPITAL LLC

CRD#: 298349 / SEC#: , 8-70202

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
75 State Street Suite 100, Boston, MA 02109
Mailing Address
75 State Street Suite 100, Boston, MA 02109
Phone number
(617) 655-7055
Established
Massachusetts since 08/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
FREITAG & CO, LLCDIRECT OWNER
BEDELL, JOHN MARKCHIEF COMPLIANCE OFFICER7234666
FREITAG, ANNA KATARZYNAFINOP/PFO/POO4242091
FREITAG, ANNA KATARZYNACHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER4242091
FREITAG, SEBASTIAN W HCHIEF EXECUTIVE OFFICER2918381

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

FREITAG CAPITAL LLC

CRD#: 298349Boston, MA 02109

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