Noah Rosenfarb (CRD# 5217156) is an Investment Advisor Representative working at Freedom Family Office, LLC in Parkland, FL and has over 17 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Freedom Family Office, LLC | New York, NY | Dec 2020 - Current | 3 |
Freedom Internet Group, Inc. | San Juan, PR | Jan 2019 - Current | 5 |
Freedom Adventures, Inc. | San Juan, PR | Feb 2018 - Current | 6 |
Freedom Advisors, LLC | Boca Raton, FL | Jan 2008 - Current | 16 |
Freedom Wealth Advisors, LLC | Boca Raton, FL | Jan 2007 - Current | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2007 |
- FL
-
Total Assets Under Management140MILLIONS
-
Total Number of Accounts163ACCOUNTS
-
Average Account Value$858,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, NJ, NY, PA, PR, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.