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Freddie David Blumenfeld

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,675 clients
Average Client Portfolio
$227K average
Assets Under Management
$379.5M

Fee Structure

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Location

Vero Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Freddie is an EA/Owner at Pawlan, Blumenfeld, Miscinski & Assoc, Ltd, focusing on accounting and tax returns, dedicating nearly full-time hours. He is also an Investment Advisor Representative at Latitude Advisors LLC, spending minimal time, and an independent insurance agent selling life and health insurance, also spending minimal time.

Employment History
Current Registrations
Latitude Advisors, LLC
January 2010 - Present · 16 yrs 1 mo
Gwn Securities INC.Broker
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
Medallion Advisory Services, LLC
January 2006 - November 2009 · 3 yrs 10 mos
Medallion Investment Services, INC.Broker
January 2006 - November 2009 · 3 yrs 10 mos
Genworth Financial Advisers Corporation
July 2004 - January 2006 · 1 yr 6 mos
Genworth Financial Securities CorporationBroker
June 2004 - January 2006 · 1 yr 7 mos
Hochman & Baker Investment Advisory Services, INC.
June 2002 - July 2004 · 2 yrs 1 mo
Hochman & Baker Securities, INC.Broker
October 1992 - June 2004 · 11 yrs 8 mos
State Registrations6 states
CAILINNCVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.