Jeffrey
Freiser
Captrust
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About this Advisor
Jeffrey Freiser is a financial advisor based in Tampa, Florida, working with Captrust. Jeffrey has previously held positions at M Holdings Securities, Inc, Mezrah Financial, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Raymond James Financial Services, Inc, Legacy Private Wealth Partners, Concurrent Advisors, Capfinancial Partners LLC (Captrust), Capfinancial Securities LLC, and Raymond James Financial Services Advisors, Inc. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Jeffrey is part of Captrust, which operates out of Tampa, Florida. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Jeffrey Freiser Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Raymond James Financial Services, Inc
Legacy Private Wealth Partners
Concurrent Advisors
Raymond James Financial Services Advisors, Inc
M Holdings Securities, Inc
Mezrah Financial
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Jeffrey Freiser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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