DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Scott Matthew Freund
Feed of 09/14/2026
Also filed as Scott Matthew Freund
At current firm
2 y
since Mar 28, 2024
In the industry
31 y
since Dec 29, 1994 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Family Office Research, LLC independent RIA currentsince Mar 28, 2024 · Bethesda, Md
- Global Arena Investment Management, LLC formerMay 2, 2012 to Feb 5, 2015 · New York, Ny
- Gcc Family Wealth Management Corporation unclassifiedApr 21, 2008 to Apr 23, 2010 · Mclean, Va
- Family Office Research, LLC independent RIAAug 15, 2007 to Jul 14, 2008 · Bethesda, Md
- Piedmont Investment Advisors, LLC formerMar 21, 2006 to Sep 12, 2007 · Ashburn, Va
- H. Beck, Inc. formerJul 5, 2005 to Jul 9, 2007 · Washington, Dc
- Banc Of America Investment Services, Inc. unclassifiedMar 14, 2003 to Jul 7, 2005 · Chevy Chase, Md
- Morgan Stanley Dw Inc. unclassifiedJun 24, 1999 to Mar 19, 2003 · Alexandria, Va
Moves
a registration end followed by a registration begin elsewhere
- Global Arena Investment Management, LLC to Family Office Research, LLCleft Feb 5, 2015, registered Mar 28, 2024 (3339 days) · Other
- Gcc Family Wealth Management Corporation to Global Arena Investment Management, LLCleft Apr 23, 2010, registered May 2, 2012 (740 days) · Other
- Family Office Research, LLC to Gcc Family Wealth Management Corporationleft Jul 14, 2008, registered Apr 21, 2008 (-84 days) · Other
- Piedmont Investment Advisors, LLC to Family Office Research, LLCleft Sep 12, 2007, registered Aug 15, 2007 (-28 days) · Other
- H. Beck, Inc. to Piedmont Investment Advisors, LLCleft Jul 9, 2007, registered Mar 21, 2006 (-475 days) · Other
- Banc Of America Investment Services, Inc. to H. Beck, Inc.left Jul 7, 2005, registered Jul 5, 2005 (-2 days) · Other
- Morgan Stanley Dw Inc. to Banc Of America Investment Services, Inc.left Mar 19, 2003, registered Mar 14, 2003 (-5 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address