AF
CFA · CFP
AF
CFA · CFP

Andrew Freedenberg

12 Years of Experience
Rockville, MD
Broker

Andrew Freedenberg is a CFA, CFP-designated registered investment advisor at Morgan Stanley, based in Rockville, MD, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

702 King Farm Boulevard, Suite 500, Rockville, MD, 20850

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is a partner in two real estate ventures: a rental property in Bethany Beach, Delaware (since January 2023, taking a few hours per week), and Margie and Marvin Freedenberg Family LLC in Annapolis, Maryland (since June 2016, taking minimal time). Both are investment-related.

Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - September 2022 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2014 - September 2022 · 7 yrs 10 mos
Rydex Distributors, LLCBroker
November 2009 - December 2010 · 1 yr 1 mo
Eastbrook Capital Group LLCBroker
July 2008 - August 2008 · 1 mo
State Registrations28 states
ARAZCACODCDEFLGAINMAMDMIMNNCNHNJNVNYOHPARISCTXVAVTVirgin IslandsWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andrew Freedenberg - Financial Advisor | TrueAdvisor