Morgan Alexandra Freund
Investment adviser representative at Family Office Research, LLC
12 yearsExperience
1 stateRegistered in
$648.2MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Family Office Research, LLCJul 2024 to now
- StudentAug 2023 to Jun 2024
- Cw CapitalJun 2023 to Aug 2023
- StudentAug 2022 to Jun 2023
- Family Office ResearchMay 2022 to Aug 2022
- StudentAug 2021 to May 2022
- Excel SportsJan 2018 to Aug 2021
- Unemployed StudentJul 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Family Office Research, LLC
$648.2MAssets managed
133Clients
3Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7960490
- Firm CRD
- 144136