Steven Freed has been an investment adviser representative at Vision Investment Advisors since March 2010, and is not listed among the firm’s executive officers or direct owners.
Vision Investment Advisors, LLC is a Stamford, CT firm with $137M under management, 129 clients and 4 advisers across 5 offices, as of its May 2026 filing.
- – present · 16 yearsDelray Beach, FL · Adviser representative · Firm CRD 109621
Investment adviser representative registrations
Steven Freed is registered as an investment adviser representative in Florida, since March 2010.
- FloridaSince 30 March 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| Series 30 | NFA Branch Manager Examination | 4 May 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 December 2009 |
| Series 24 | General Securities Principal Examination | 13 July 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 March 2004 |
| Series 3 | National Commodity Futures Examination | 12 March 2004 |
| Series 55 | Limited Representative-Equity Trader Exam | 20 February 2001 |
| Series 7 | General Securities Representative Examination | 10 October 2000 |
- Name
- Securities Trader Exam
- Name
- NFA Branch Manager Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- National Commodity Futures Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Full name
- Steven Edward Freed
- CRD
- 4539715
- Firm
- Vision Investment Advisors · CRD 109621
- Office
- Delray Beach, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Steven Freed work?
Steven Freed is an investment adviser representative registered through Vision Investment Advisors, LLC since March 2010, and is not listed among the firm’s executive officers or direct owners.
Is Steven Freed a financial advisor?
Yes. Steven Freed has a current investment-adviser registration in Florida, through Vision Investment Advisors since March 2010.
How many years of experience does Steven Freed have?
Steven Freed has 23 years in the financial industry, since May 2003, across 1 adviser firm.
What exams has Steven Freed passed?
Steven Freed has passed 8 licensing exams: the Series 7, Series 55, Series 3, Series 63, Series 24, Series 65, Series 30 and Series 57TO. The earliest, the Series 7, was passed in October 2000. FINRA credited Steven Freed with the SIE, which began in October 2018.
Where is Steven Freed based?
Steven Freed’s registered office is in Delray Beach, FL.
Is Steven Freed registered with FINRA?
Yes. Steven Freed has a current broker registration, under CRD 4539715.
Source: FINRA BrokerCheck
How can I verify Steven Freed’s record?
Search CRD 4539715 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Steven Freed’s full registration record.