linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Matthew Freund

Family Office Research, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott Matthew Freund

Scott Freund is a registered investment advisor representative with Family Office Research, LLC. Scott has been in the industry since 1994 and holds Series 7, 9, 10, 31 and 63 licenses. Scott is a highly experienced advisor with a broad range of experience in the financial services industry.

Firm Information

Scott Freund is currently registered with Family Office Research, LLC. Family Office Research, LLC is an investment advisor based in Bethesda, Maryland. They specialize in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. The firm has over $479 million in regulatory assets under management.
Family Office Research, LLC

7910 WOODMONT AVE

BETHESDA, MD 20814

$479.01M

Assets Under Management

Not reported

Total Clients

2

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Freund’s Registration & Firm History

MD

03/28/2024 - Present

Family Office Research, LLC (BETHESDA MD)

DC

07/05/2005 - 07/09/2007

H. BECK, INC. (WASHINGTON DC)

MA

03/14/2003 - 07/07/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

06/16/1999 - 03/19/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

NC

02/15/1996 - 07/14/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

FL

06/27/1995 - 01/23/1996

BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)

NY

12/19/1994 - 06/28/1995

STRATTON OAKMONT INC. (LAKE SUCCESS NY)

Not sure if Scott Matthew Freund is right for you?

Licenses & Designations

IA

Issued 02/22/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/21/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/23/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 12/16/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Matthew Freund.
Not sure if Scott Matthew Freund is right for you?