Steven
Freed
Vision Investment Advisors, LLC
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About this Advisor
Steven Freed is a financial advisor working in Delray Beach, Florida with 13 years of industry experience. Freed is on the advisory team at Vision Investment Advisors, LLC. Throughout their career, Freed has worked at Greenwave Financial Markets, Vision Brokerage Services, Vision Investment Advisors, Tax Advisors Of Palm Beach Inc and Vision Financial Markets. Freed has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Florida. Vision Investment Advisors, LLC is an advisory business that has its headquarters in Stamford, CT. The company has offices in four locations and a total of 11 employees. It manages $92 million in total assets among its 125 accounts, placing it among the smaller firms in the United States by assets under management. Of its 125 accounts, 36% belong to high-net-worth individuals who have at least $1 million in assets. Vision Investment Advisors, LLC performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on the financial services offered. Fees charged by Vision Investment Advisors, LLC may include any blend of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vision Investment Advisors, LLC Brokerage Details
$91,898,660
11
125
$735,189
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Steven Freed Work History
Steven has been registered as a financial advisor for 13 years.*
Vision Investment Advisors
Greenwave Financial Markets
Vision Brokerage Services
Vision Financial Markets
Tax Advisors Of Palm Beach Inc
*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 Steven Freed 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 Vision Investment Advisors, LLC
Stamford, CT
Stamford, CT
Ossining, NY
Delray Beach, FL
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
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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