A complete list of active advisors currently associated with Freedom Capital Management, Inc.

Warmer can help you find a great advisor at Freedom Capital Management, Inc. or one who fits your needs even better.

Freedom Capital Management is a small independent advisory firm operating with a single advisor and managing about $12 million for roughly 45 individual clients. The firm provides portfolio management and ongoing investment advisory services to individual (non-institutional) clients. The firm delivers adviser-led, hands-on portfolio management typical of solo practitioners, with the chief compliance officer also serving as the firm’s principal and handling compliance responsibilities internally. The firm’s ADV also discloses that it engages in broker-dealer activity in addition to advisory services, and that activity is incorporated into how it manages client relationships. The co-location of advisory and broker-dealer activity is a notable departure from most independent advisers, where broker-dealer involvement is rare. As a very small, single-advisor operation with centralized compliance oversight and a public website, the firm’s structure supports direct access to the adviser and consolidated administration.

To learn more about the advisors currently working at Freedom Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.