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KF

Kyle A. Freda

PEACHTREE PC INVESTORS
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 4680341
KF

Professional summary

Kyle Anthony Freda is a registered financial professional currently at PEACHTREE PC INVESTORS, LLC located in Atlanta, Georgia.

Kyle is registered as a RR (Registered Representative) and started their career in finance in 2004. Kyle has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 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) - BD

Click below to view Kyle Anthony Freda's CRS (Customer Relationship Summary).
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

June 9, 2023 - Present

PEACHTREE PC INVESTORS, LLC

Office #1: One Alliance Center 3500 Lenox Road, Suite 625, Atlanta, GA 30326Office #2: 3500 Lenox Road Suite 625, Atlanta, GA 30326
BD
CRD#: 301004
Atlanta, GA
Past

November 4, 2019 - June 12, 2023

CION SECURITIES, LLC

BD
CRD#: 15487
NEW YORK, NY
Past

November 30, 2015 - November 13, 2019

PGIM INVESTMENTS LLC

RIA
CRD#: 105670
Newark, NJ
Past

October 29, 2015 - November 13, 2019

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

December 11, 2009 - October 21, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BRIDGEWATER, NJ
Past

December 11, 2009 - October 21, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BRIDGEWATER, NJ
Past

June 1, 2009 - December 14, 2009

MORGAN STANLEY

RIA
CRD#: 149777
MORRISTOWN, NJ
Past

June 1, 2009 - December 14, 2009

MORGAN STANLEY

BD
CRD#: 149777
MORRISTOWN, NJ
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
MORRISTOWN, NJ
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
MORRISTOWN, NJ
Past

October 5, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
MORRISTOWN, NJ
Past

September 21, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
MORRISTOWN, NJ

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/9/2023)
RR
Arkansas
(6/9/2023)
RR
Florida
(6/9/2023)
RR
Georgia
(6/9/2023)
RR
Iowa
(3/14/2024)
RR
Kentucky
(6/9/2023)
RR
Louisiana
(6/9/2023)
RR
Minnesota
(3/14/2024)
RR
Mississippi
(6/9/2023)
RR
Missouri
(3/14/2024)
RR
North Carolina
(6/9/2023)
RR
Puerto Rico
(6/9/2023)
RR
South Carolina
(6/9/2023)
RR
Tennessee
(6/9/2023)
RR
Virginia
(6/9/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/1/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 10/29/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/2004
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PP
PEACHTREE PC INVESTORS, LLC
PC ADVISORS, LLC | PPCA | PEACHTREE PC INVESTORS, LLC | PEACHTREE PC ADVISORS, LLC

CRD#: 301004 / SEC#: , 8-70317

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

Main Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Mailing Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Phone number
(678) 250-9368
Established
Georgia since 02/04/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PEACHTREE PC ADVISORS HOLDING, LLCOWNER
BEATON, DANIEL STEWARTFINOP4240769
CHO, WONHEE NMNPRESIDENT5903574
FRASIER, MICHAEL JOHNCHIEF COMPLIANCE OFFICER3013598

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

PEACHTREE PC INVESTORS, LLC

CRD#: 301004Atlanta, GA 30326

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