KATHLEEN F FREED is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with CERITY PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CERITY PARTNERS LLC | 2022-05-13 | present | Yes |
| PERMIT CAPITAL ADVISORS, LLC | 2022-04-05 | 2022-05-11 | — |
| CONVERGENT WEALTH ADVISORS, LLC | 2007-05-02 | 2007-12-04 | — |
| LYDIAN WEALTH MANAGEMENT COMPANY, LLC | 2006-06-09 | 2007-05-02 | — |