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Stanley Freifeld

McMillan Analysis Corp.

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About Stanley Freifeld

Stanley Freifeld is a registered investment advisor representative with McMillan Analysis Corp. Stanley has been in the financial services industry for over 20 years, specializing in a variety of investment strategies. Stanley has provided investment advisory services to individuals and corporations since 2005. Stanley holds a Series 63 license and has passed the Uniform Investment Adviser Law Examination (Series 65). Stanley is currently registered with the states of California, Florida, New Jersey, North Carolina, and Texas.

Firm Information

Stanley Freifeld is currently registered with McMillan Analysis Corp.. McMillan Analysis Corp. is an investment advisor with 5 investment adviser representatives. They offer portfolio management services for individuals and businesses, and also provide financial consulting and expert witness services. The firm has assets under management of $42,572,227. They primarily serve high-net-worth individuals, other investment advisors, corporations, and individuals.

$42.57M

Assets Under Management

Not reported

Total Clients

5

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting and expert witness services

Financial consulting and expert witness services

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Seminar fees; publication fees, expert witness fees

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Stanley Freifeld’s Registration & Firm History

NC

03/30/2016 - Present

McMillan Analysis Corp. (LELAND NC)

NY

03/30/1992 - 03/28/1994

WALL STREET INVESTOR SERVICES (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/07/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/31/1990

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stanley Freifeld.
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