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Steven Edward Freed

Investment Adviser Representative at VISION INVESTMENT ADVISORS, LLC

Delray Beach, FLCRD #4539715Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states
Exams Passed
9

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Steven Edward Freed has worked in the securities industry since 2003. They have passed the Series 65, 63, 57, 55, 30, 24, 7, and 3 examinations. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/4/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 3/25/2004
Series 57
Securities Trader Exam
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 3/12/2004
Series 55
Limited Representative-Equity Trader Exam
Passed 2/20/2001
Series 7
General Securities Representative Examination
Passed 10/10/2000
Series 30
NFA Branch Manager Examination
Passed 5/4/2021
Series 24
General Securities Principal Examination
Passed 7/13/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Vision Investment Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VISION FINANCIAL MARKETS LLCCurrent
12/7/2021Delray Beach, FL
VISION INVESTMENT ADVISORS, LLCCurrent
3/30/2010Delray Beach, FL
VISION BROKERAGE SERVICES, LLC
11/16/200912/31/2021Delray Beach, FL
TRADESTATION SECURITIES, INC.
3/1/20045/8/2009Plantation, FL
E*TRADE PROFESSIONAL TRADING, LLC
2/24/200310/20/2003New York, NY
NETGAIN TRADING, LLC
7/9/20022/28/2003Miami, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at VISION INVESTMENT ADVISORS, LLC

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View VISION INVESTMENT ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Edward Freed has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Steven Edward Freed - Financial Advisor in Delray Beach, FL | AdvisorFinder