Marco Freitas is a registered investment advisor, based in Malvern, PA, with 16 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Marco is a limited partner in Cherry Umbrella Investors, LLC, a real estate investment LP, but has no responsibilities and dedicates minimal time. He is also a board member and treasurer for Stillrun.org, a mental health organization, dedicating minimal time.
Employment History
Current Registrations
Vanguard Marketing Corporation
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.