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

Adam Robert Freund

Foundations Investment Advisors LLCindependent RIAPhoenix, Az IA-onlyIAPD 5726306

Feed of 09/14/2026

Also filed as Adam Freund

At current firm

2 y

since May 3, 2024

In the industry

16 y

since Dec 11, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Foundations Investment Advisors LLC independent RIA current
since May 3, 2024 · Brighton, Mi
Gradient Advisors, LLC independent RIA
Oct 31, 2019 to May 1, 2024 · Brighton, Mi
Coppell Advisory Solutions LLC independent RIA
Jun 14, 2018 to Jan 28, 2020 · Brighton, Mi
Ae Wealth Management, LLC BD affiliated
Jun 16, 2017 to Jul 10, 2018 · Brighton, Mi
Citizens Securities, Inc. BD affiliated
Aug 4, 2011 to Jun 6, 2017 · West Bloomfield, Mi
Edward Jones national BD
Dec 16, 2009 to Jul 14, 2011 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Gradient Advisors, LLC to Foundations Investment Advisors LLC
left May 1, 2024, registered May 3, 2024 (2 days) · RIA to RIA
Coppell Advisory Solutions LLC to Gradient Advisors, LLC
left Jan 28, 2020, registered Oct 31, 2019 (-89 days) · RIA to RIA · moved with a team
Ae Wealth Management, LLC to Coppell Advisory Solutions LLC
left Jul 10, 2018, registered Jun 14, 2018 (-26 days) · RIA to RIA · moved with a team
Citizens Securities, Inc. to Ae Wealth Management, LLC
left Jun 6, 2017, registered Jun 16, 2017 (10 days) · Other
Edward Jones to Citizens Securities, Inc.
left Jul 14, 2011, registered Aug 4, 2011 (21 days) · Other

Signals

Adam Robert Freund left Gradient Advisors, Llc for Foundations Investment Advisors Llc (registered 2024-05-03)
May 1, 2024 · Advisor changed firm · fact

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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address