Investment adviser representative · Cerity Partners LLC

Kathleen F. Freed

CRD 5099003 · West Conshohocken, PA

At a glance

Kathleen F. Freed is an investment adviser representative with Cerity Partners LLC in West Conshohocken, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kathleen’s SEC record dates to 2006, about 20 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Cerity Partners LLCSince May 2022West Conshohocken, PA · $162B in regulatory assets

SEC adviser record

Registered since: 2006 (20 years)
Designations: Certified Financial Planner
Exams: Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Kathleen’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: 3 firmsLocked
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

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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.

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