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FREEDOM INVESTMENT MANAGEMENT, INC.
FREEDOM INVESTMENT MANAGEMENT, INC.
HARTFORD, Connecticut
·
8 registered advisors
·
CRD# 126052
SEC# 801-68642
6
860-291-1998
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
43
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Other: MINIMUM MONTHLY ACCOUNT FEE
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at FREEDOM INVESTMENT MANAGEMENT, INC.
8 registered advisors
Anthony Marcus Orestano
SAN RAFAEL, California
CRD# 3225166
Jeffrey Max Cohen
HARTFORD, Connecticut
CRD# 2528929
Joseph Francis Hunter
SAN RAFAEL, California
CRD# 2312607
Robert Alan Brown
SAN RAFAEL, California
CFA
CRD# 6082866
Scott Christopher Winters
HARTFORD, Connecticut
CRD# 2598188
Shieva Rajaee
SAN RAFAEL, California
CRD# 5801436
Susan Lawson Woodard
SAN RAFAEL, California
CRD# 4225106
William Robert Nelson
HARTFORD, Connecticut
CRD# 4797755
05
Office Locations
SAN RAFAEL, California
5 advisors
HARTFORD, Connecticut
3 advisors
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Data sourced from SEC Form ADV filings. FREEDOM INVESTMENT MANAGEMENT, INC. (CRD# 126052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.