What departments does Freedom Advisory have?

Freedom Advisory has employees across 3 departments including Finance, Banking, Administrative.

What is the largest department at Freedom Advisory?

The largest department at Freedom Advisory is Banking with 3 employees.

Where are Freedom Advisory employees located globally?

Freedom Advisory has employees across 1 continents and 1 countries including United States Of America.

How has Freedom Advisory's team size changed over time?

Freedom Advisory's team has remained stable from approximately 11 to 11 employees based on available data.

Freedom Advisory Employee Directory

Investment ManagementSan Juan, Puerto Rico2-10 Employees

Freedom Advisory operates as a registered investment adviser delivering personalized investment guidance to a diverse client base. It maintains offices in San Juan, Puerto Rico, and Fort Lauderdale, Florida, serving individuals as well as trusts, estates, charitable organizations, endowments, corporations, and other business entities. The firm develops customized investment programs focused on asset allocation and employs managed accounts, institutional mutual funds, and exchange-traded funds to implement and monitor portfolios. Portfolios are continuously evaluated with investment selections, adjustments, and rebalancing performed to align with clients' evolving objectives. The firm's approach is anchored in core investing principles such as balancing risk and reward, diversification, disciplined accumulation, compounding wealth, and maintaining emotional detachment from daily market fluctuations, all aimed at supporting long-term financial stability.

Freedom Advisory Global Highlights

North America
13

United States Of America
13

Freedom Advisory's Leadership

E. R.
Managing Director
Mobile Phone
Email
R. R.
Director Of Financial Planning
Mobile Phone
Email
K. A.
Senior Financial Advisor
Mobile Phone
Email
R. R.
Financial Advisor
Mobile Phone
Email
C. B.
Administrative Assistant
Mobile Phone
Email
G. D.
Financial Advisor
Mobile Phone
Email
G. D.
Investment Advisor Representative
Mobile Phone
Email

Freedom Advisory Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Freedom Advisory

Name

Title

Contact Info

Location

Last Update

E. R.
Managing Director
Mobile Phone
Email
Puerto Rico
Jun 28, 2026
R. R.
Director Of Financial Planning
Mobile Phone
Email
Puerto Rico
Feb 25, 2026
K. A.
Senior Financial Advisor
Mobile Phone
Email
Puerto RicoSan Juan
Jun 08, 2026
R. R.
Financial Advisor
Mobile Phone
Email
Puerto RicoGuaynabo
Jun 28, 2026
C. B.
Administrative Assistant
Mobile Phone
Email
Puerto Rico
Jul 19, 2023
G. D.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
G. D.
Investment Advisor Representative
Mobile Phone
Email
Puerto RicoSan Juan
Nov 19, 2024

Frequently Asked Questions

What is Freedom Advisory known for?

Freedom Advisory was founded in 2008 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-954-848-****

. Explore Freedom Advisory's company overview page for more information.

What is Freedom Advisory's most common email format?

Freedom Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Freedom Advisory email formats with LeadIQ.

How many employees does Freedom Advisory have currently?

Freedom Advisory has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Freedom Advisory's key employees and leadership?

As of July 2026, Freedom Advisory's key employees include:

Managing Director: E. R.
Director Of Financial Planning: R. R.
Senior Financial Advisor: K. A.
Financial Advisor: R. R.
Administrative Assistant: C. B.

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Freedom Advisory Employee Directory

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