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Stephen A Corsano

Advisor at Freedom Money Management LLC — Belle Mead, NJ

Updated today

Credentials

Series 65, Series 66

Experience

12 years

Location

Belle Mead, NJ

Freedom Money Management LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Stephen Corsano is the sole advisor at Freedom Money Management LLC in Belle Mead, NJ, holding Series 65 and Series 66 licenses with 12 years of industry experience. His prior work includes roles at Morgan Stanley and Merrill. Freedom Money Management LLC offers personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm follows a long-term, fundamentals-based investment approach with strategic and tactical asset allocation, primarily managing assets on a non-discretionary basis.

Client services

Based on Freedom Money Management LLC

Financial planning Portfolio management

Expertise

Based on Freedom Money Management LLC

General estate planning guidance College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting Annuities

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Fee options

Fixed

Financial Planning Program fees range from $500 to $2,500 depending on scope; Full Financial Plan typically $1,500 to $2,500

Percentage

$0 - $999,999: 1.00% $1,000,000 - $2,000,000: 0.75% >$2,000,000+: Negotiable

Project-based

$250 per hour (may be reduced depending on scope)

Location

Belle Mead, NJ

Belle Mead NJ

Advisors at this office

1

Most active in

New Jersey

Work history

12 years of industry experience

Freedom Money Management LLC

2015 - Present • 11 years

Belle Mead, NJ

Morgan Stanley

2011 - 2012 • 1 year

NJ

Merrill

2008 - 2009 • 1 year

Boston, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and Series 66-licensed financial advisor at Condor Capital Wealth Management with 11 years of industry experience. He has previously worked at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments, and Edward Jones. Moran is based in Martinsville, NJ and has been with Condor since 2023. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting using a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies such as direct indexing and cryptocurrency exposure under adviser oversight.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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Damian M

Series 63, Series 65

North Plainfield, NJ

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Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Michael K

Series 63, Series 65

Princeton, NJ

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Passive / index investing Active portfolio management Wealth management Factor investing / smart beta Real estate investing Founder/Business Owner Values-based investing
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Robert G

CFP®, CFA®

Princeton, NJ

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Robert Gregov is a CFP® and CFA® with 21 years of experience in financial advising. He has been with Roche Financial Partners LLC since 2004. Roche Financial Partners LLC is an independent firm providing continuous financial oversight and discretionary investment management to individual clients and their families. The firm employs a diversified, tax-aware asset allocation strategy using low-cost index funds and incorporates derivatives in separately managed accounts to manage risk, with portfolios tailored to client specifications.

Wealth management General retirement planning Cash flow / budgeting
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Michael B

Series 63, Series 65, Series 66

Highland Park, NJ

Aliya Financial

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Retirement income strategy Income planning Long-term care insurance Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
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Jerrold T

Series 65

Highland Park, NJ

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Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
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