Adviser and broker representative · Merrill Lynch, Pierce, Fenner & Smith Incorporated
Amy L. Freeburg
CRD 1817279 · Grand Rapids, MI
At a glance
Amy L. Freeburg is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Rapids, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Amy’s SEC record dates to 2007, about 18 years ago. Amy is also registered as a broker representative.
Current advisory firm
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSince November 2007Grand Rapids, MI · $1.78T in regulatory assets
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Amy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark E. AndrewsGrand Rapids
- April M. ArmstrongGrand Rapids
- Bradley C. BergerGrand Rapids
- Steven C. BernasGrand Rapids
- Scott D. BerneckerGrand Rapids
- Jeremy W. BlockGrand Rapids
- Charles J. BonserGrand Rapids
- Martin BrownGrand Rapids
Every advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated →Merrill Lynch, Pierce, Fenner & Smith Incorporated: assets, clients and custodians →Merrill news, moves and payouts →Financial advisors in Grand Rapids, MI →Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Grand Rapids →Advisor Moves: who changed firms this week →