Madeleine
Freedland

Guardian Wealth Advisors, LLC

CRD#6259650
Investment Advisor
in Raleigh, NC

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About this Advisor

Madeleine Freedland is a financial advisor based in Raleigh, North Carolina, working with Guardian Wealth Advisors, LLC. Madeleine has previously held positions at Gordon Asset Management, LLC, Guardian Capital Advisors, LLC, Aptus Capital Advisors, LLC, and Guardian Wealth Advisors, LLC. Madeleine is registered to provide services in North Carolina. Currently, Madeleine is part of Guardian Wealth Advisors, LLC, which operates out of Raleigh, North Carolina. The firm has 10 offices and 38 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Guardian Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

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

$1,660,902,219

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

38

NC Average: 22
Total Number of Accounts

3,670

NC Average: 1,917
Average Account Size

$452,562

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

2022 - Present (3 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

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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

Carter Ellis
Raleigh, NC
Madeleine Freedland
Raleigh, NC
Darina Nghiem
Johnson City, TN
Nathan Budrow
Danvers, MA
Roger Lingle
Raleigh, NC
Milton Castellanos
Raleigh, NC
Matthew Deitel
Johnson City, TN
Brian Senske
Raleigh, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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