Freedom Advisory

Freedom Advisory (CRD# 147546) is a financial advisory firm headquartered in Guaynabo, PR. They manage $554,310,927 in 718 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR 00968
https://www.facebook.com/freedomadvisoryria/
By the Numbers
  • Total Assets Under Management
    554
    MILLION
  • Total Number of Accounts
    718
    ACCOUNTS
  • Average Account Value
    $772,021
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PR, TX, VI

Financial Advisors at Freedom Advisory
Showing 1 - 4 of 4 top financial advisors.
1
Karlamary Aleman Aponte, financial advisor Guaynabo PR
Karlamary Aleman Aponte
CRD#: 5204687
Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR 00968

Karlamary Aleman Aponte (CRD# 5204687) is an Investment Advisor Representative working at Freedom Advisory in Guaynabo, PR and has over 11 years of experience in the finance industry.

2
Giancarlo Diaz-Munio Mendez, financial advisor Guaynabo PR
Giancarlo Diaz-Munio Mendez
CRD#: 6309159
Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR 00968

Giancarlo Diaz-Munio Mendez (CRD# 6309159) is an Investment Advisor Representative working at Freedom Advisory in Guaynabo, PR and has over 10 years of experience in the finance industry.

3
Eduardo Ramos, financial advisor Guaynabo PR
Eduardo J. Ramos
CRD#: 5551621
Centro Intrenacional De Mercadeo, Tower 1, Suite 205, Guaynabo, PR 00968

Eduardo Ramos (CRD# 5551621) is an Investment Advisor Representative working at Freedom Advisory in Guaynabo, PR and has over 15 years of experience in the finance industry.

4
Roberto Rivera Vazquez, financial advisor Guaynabo PR
Roberto L. Rivera Vazquez
CRD#: 4205969
Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR 00968

Roberto Rivera Vazquez (CRD# 4205969) is an Investment Advisor Representative working at Freedom Advisory in Guaynabo, PR and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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