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Sebastian W h Freitag

Freitag Capital LLC

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About Sebastian W h Freitag

Sebastian Freitag is a financial professional with over 20 years of experience in the industry. Sebastian is currently registered with Freitag Capital LLC and has a strong track record of success in providing investment advice and financial planning services. Sebastian is licensed to provide investment advice in Massachusetts, Ohio, Rhode Island, and Texas. Sebastian has a broad range of experience, having previously worked at Lazard Freres & Co. LLC. Sebastian holds multiple industry licenses and certifications, including the Series 7, Series 24, Series 63, Series 79TO, Series 99TO and SIE exams.

Firm Information

Sebastian Freitag is currently registered with Freitag Capital LLC. Freitag Capital LLC is a Limited Liability Company formed on August 8, 2018. The firm is registered in Massachusetts, Ohio, Rhode Island, and Texas. They have one approved SEC registration and four approved state registrations.

Not reported

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.

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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Sebastian Freitag’s Registration & Firm History

MA

11/13/2019 - Present

Freitag Capital LLC (BOSTON MA)

NY

12/15/1997 - 12/20/2002

LAZARD FRERES & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 06/28/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2019

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sebastian W h Freitag.
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