Adviser and broker representative · Wealthcare Advisory Partners LLC
Michael J. Freedman
CRD 2284059 · West Chester, PA
At a glance
Michael J. Freedman is an investment adviser representative with Wealthcare Advisory Partners LLC in West Chester, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2006, about 20 years ago. Michael is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Wealthcare Advisory Partners LLCSince May 2019West Chester, PA · $8.3B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Michael’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
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 Wealthcare Advisory Partners LLC
- Ayad AmaryWest Chester · Certified Financial Planner
- Daniel L. AscaniWest Chester
- Anthony M. AulffoWest Chester · Certified Financial Planner
- Richard L. Bartholomew IIWest Chester · Certified Financial Planner
- Mason BaucumWest Chester
- Cristina M. BennettWest Chester · Certified Financial Planner
- John C. BianchiWest Chester · Chartered Financial Analyst
- Nathan T. BorrmannWest Chester
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