A complete list of active advisors currently associated with Sitman, Freed & Co. LLP
Warmer can help you find a great advisor at Sitman, Freed & Co. LLP or one who fits your needs even better.
Sitman, Freed & Co. LLP is a licensed Certified Public Accounting firm that provides accounting, tax, and related professional services to individual and entity clients. The firm is also registered as an investment adviser but does not provide investment management directly; instead it refers clients to a broker‑dealer/adviser for securities and advisory services. Under a solicitor arrangement, the firm introduces clients to Morgan Stanley Smith Barney, whose financial advisors provide investment recommendations, account reviews, custody, and proxy voting. Sitman, Freed does not exercise investment discretion, hold client funds or securities, or make specific investment recommendations on behalf of clients. Distinctive for its category, the firm’s principal business is accounting and tax work and the RIA activity is ancillary — the principal devotes essentially all time to the accounting practice and only a minimal portion to soliciting for the broker‑dealer. The firm does not sponsor or advise private funds and is compensated through referral arrangements with the broker‑dealer rather than charging advisory fees directly to clients.
To learn more about the advisors currently working at Sitman, Freed & Co. LLP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Feasterville, PA
| 20
|
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