Jeffrey
Freiser
Captrust
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About this Advisor
Jeffrey Freiser is a financial advisor operating out of Tampa, Florida with 2 years of industry experience. Freiser is currently employed by Captrust. Their career trajectory has included roles at M Holdings Securities, Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, Mezrah Financial, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Raymond James Financial Services, Inc, Legacy Private Wealth Partners, Concurrent Advisors, Raymond James Financial Services Advisors, Inc, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Freiser maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Florida. Captrust is an advisory business headquartered in Raleigh, NC. The company has offices in 69 locations and a total of 1,338 people on staff. It manages $715 billion in total assets across its 76,254 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 136 charities and foundations. Of its 76,254 accounts, 33% are associated with high-net-worth investors who have greater than $1 million in assets. The business provides a broad set of services, including 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. Fees for financial advice vary depending on which service is provided. Fee types charged by Captrust may include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
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
Jeffrey has been registered as a financial advisor for 2 years.*
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
Mml Investors Services, LLC
Massmutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Captrust
Wilmington, NC
Chesterton, IN
Raleigh, NC
Raleigh, NC
Bethlehem, PA
Brentwood, TN
Raleigh, NC
Leesburg, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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