SF
SF

Steven Edward Freed

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
98 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$117.9M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

Delray Beach, FL

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Steven is the President of Atlas Capital, LLC, a real estate investing company, and GreenWave Financial Markets, a futures introducing broker. He also holds an insurance license, offering life insurance and fixed annuity products, and is a property & casualty insurance agent at Apple Insurance; these insurance activities take about 10-20% of his time. Steven also spends a few hours per week at Powercore Management LLC, a registered Commodity Pool Operator.

Employment History
Current Registrations
Vision Financial Markets LLC
December 2021 - Present · 4 yrs 2 mos
Vision Financial Markets LLCBroker
December 2021 - Present · 4 yrs 2 mos
Vision Investment Advisors, LLC
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
Vision Brokerage Services, LLCBroker
November 2009 - December 2021 · 12 yrs 1 mo
Tradestation Securities, INC.Broker
March 2004 - May 2009 · 5 yrs 2 mos
E*trade Professional Trading, LLCBroker
February 2003 - October 2003 · 8 mos
Netgain Trading, LLCBroker
July 2002 - February 2003 · 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.