Madeleine
Freedland

Guardian Wealth Advisors, LLC

CRD#6259650
Investment Advisor
in Raleigh, NC

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About this Advisor

Madeleine Freedland is a certified financial planner working in Raleigh, North Carolina, with a total of 1 year of relevant experience. Freedland is an advisor for Guardian Wealth Advisors, LLC. Freedland has gained experience at Gordon Asset Management, LLC, Guardian Capital Advisors, LLC, Avelist, Aptus Capital Advisors, LLC and Guardian Wealth Advisors, LLC. Freedland is approved to advise clients in North Carolina. Guardian Wealth Advisors, LLC is a company based in Raleigh, NC. It has offices in 11 locations and a total of 39 financial advisors. It controls $1 billion in assets among its 3,119 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 3,119 client accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice vary depending on which services are offered. Fees charged by Guardian Wealth Advisors, LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4270 The Circle At North Hills Street Suite 200
Raleigh, NC 27609

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Guardian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,350,674,710

NC Average: $3,625,019,099
Total Number of Employees

39

NC Average: 22
Total Number of Accounts

3,119

NC Average: 1,917
Average Account Size

$433,047

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Madeleine Freedland Work History

Madeleine has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Guardian Wealth Advisors, LLC

2019 - 2022 (3 years)

Aptus Capital Advisors, LLC

2015 - 2018 (3 years)

Gordon Asset Management, LLC

2013 - 2015 (2 years)

Guardian Capital Advisors, LLC

2013 - 2014 (1 year)

Avelist

*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 Madeleine Freedland 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 Guardian Wealth Advisors, LLC

Madeleine Freedland
Raleigh, NC
Milton Castellanos
Raleigh, NC
Matthew Deitel
Johnson City, TN
Brian Senske
Raleigh, NC
Colin Taylor
Raleigh, NC
Nathan Budrow
Danvers, MA
David Clark
Danvers, MA
Jeffrey Link
Raleigh, NC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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