Freedom Advisory

Overview

Freedom Advisory is an SEC registered investment adviser based in Guaynabo, PR, registered since 2017. It reports $881M in assets under management across 938 accounts, with 11 employees. It has 6 investment adviser representatives.

Reported AUM

$881M

Discretionary

100%

Accounts

938

Average account

$939K

Employees

11

Advisory reps

6

Registered since

2017

Jurisdictions

4

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Eduardo Jose Ramos Managing Member, Managing Director CRD 5551621
• Adriana Patricia Coffey Guevara Chief Compliance Officer CRD 7865866

Advisory reps 3 of 6

• Karlamary Aleman Aponte Investment Adviser Rep CRD 5204687
• Giancarlo Diaz-Munio Mendez Investment Adviser Rep CRD 6309159
• Eduardo Jose Ramos Investment Adviser Rep CRD 5551621

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

90 Carr 165 Ste 505
Guaynabo, PR 00968

County

Guaynabo

Metro area

San Juan-Bayamon-Caguas, PR

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: freedom-advisory.com

Every state, with registration dates

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