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Dylan A Freundlich

Equitable Distributors, LLC

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About Dylan A Freundlich

Dylan Freundlich is a financial professional with over 15 years of experience in the industry. Dylan is currently registered with Equitable Distributors, LLC and holds a Series 7, Series 66, and Series 24 licenses. Dylan has previously worked with Jackson National Life Distributors LLC, LPL Financial Corporation, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Dylan is registered in eight states: Florida, Georgia, Louisiana, Maryland, New York, Virginia, West Virginia, and Wisconsin.

Firm Information

Dylan Freundlich is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Dylan Freundlich’s Registration & Firm History

NC

01/27/2023 - Present

Equitable Distributors, LLC (Charlotte NC)

CO

03/19/2012 - 01/12/2023

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

FL

12/10/2009 - 10/21/2010

LPL FINANCIAL CORPORATION (HOLLYWOOD FL)

FL

06/01/2009 - 12/07/2009

MORGAN STANLEY SMITH BARNEY (FT. LAUDERDALE FL)

FL

02/28/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (FT. LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 10/09/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan A Freundlich.
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