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Kyle Anthony Freda

Peachtree P.C. Investors, LLC

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About Kyle Anthony Freda

Kyle Anthony Freda is a financial professional with over 18 years of experience in the industry. He is currently registered with Peachtree P.C. Investors, LLC in Atlanta, Georgia. Kyle has held previous roles with CION Securities, LLC, Prudential Investment Management Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Kyle is a Series 66, SIE, Series 31 and Series 7 licensed advisor and is registered in Alabama, Arkansas, Florida, Georgia, Iowa, Kentucky, Louisiana, Minnesota, Mississippi, Missouri, North Carolina, Puerto Rico, South Carolina, Tennessee and Virginia.

Firm Information

Kyle Freda is currently registered with Peachtree P.C. Investors, LLC. Peachtree P.C. Investors, LLC is a Limited Liability Company formed in February 2019 and registered in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

12

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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Kyle Freda’s Registration & Firm History

GA

06/09/2023 - Present

Peachtree P.C. Investors, LLC (Atlanta GA)

NY

11/04/2019 - 06/12/2023

CION SECURITIES, LLC (NEW YORK NY)

NJ

10/29/2015 - 11/13/2019

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

12/11/2009 - 10/21/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)

NJ

06/01/2009 - 12/14/2009

MORGAN STANLEY SMITH BARNEY (MORRISTOWN NJ)

NJ

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)

NJ

09/21/2004 - 04/02/2007

MORGAN STANLEY DW INC. (MORRISTOWN NJ)

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Licenses & Designations

BOTH

Issued 10/01/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 09/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Anthony Freda.
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