Susan G. Freed
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.
Susan Gordon Freed, who also goes by Susan Frances Gordon, was a registered financial professional .
Susan is a previously registered financial professional and started their career in finance in 1981. Susan had worked at 13 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 27, 2014 - March 31, 2022
CHEVY CHASE TRUST COMPANY
January 14, 1993 - April 11, 2014
FREED ADVISORS
March 31, 1989 - October 24, 1994
GROVE POINT INVESTMENTS, LLC
November 2, 1988 - April 8, 1989
CAREY JAMISON & COMPANY
January 14, 1988 - October 31, 1988
HIBBARD BROWN & CO., INC.
August 15, 1986 - November 30, 1987
FERRIS, BAKER WATTS, LLC
November 19, 1985 - August 12, 1986
SCEPTER SECURITIES, INC.
July 12, 1984 - December 3, 1985
HI SECURITIES, INC.
August 12, 1983 - July 17, 1984
CARDELL & ASSOCIATES, INCORPORATED
July 7, 1982 - May 4, 1983
FSC SECURITIES CORPORATION
March 7, 1981 - July 16, 1982
AMERICAN EXPRESS FINANCIAL CORPORATION
March 7, 1981 - July 16, 1982
AMERIPRISE FINANCIAL SERVICES, LLC
March 7, 1981 - July 16, 1982
IDS LIFE INSURANCE COMPANY
Primary Firm SEC Registration
CHEVY CHASE TRUST COMPANY
CRD#: 110742 / SEC#: 801-55134
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CHEVY CHASE TRUST COMPANY
CRD#: 110742 / SEC#: 801-55134
Contact information
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,016 |
| AUM (Assets Under Management) | $ 40,286,791,400 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 01/26/2024 | ||
| 04/27/2023 |
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.
