FREEDOM ADVISORY, LLC

Legal name: FREEDOM ADVISORY

CRD #147546 SEC #801-110235 GUAYNABO, PR 787-792-3000

SEC Registered

Total AUM

$697.8M

Discretionary

$697.8M

Employees

Clients

Accounts

805

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 8, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
GUEVARA, ADRIANA, PATRICIA COFFEY	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUEVARA, ADRIANA, PATRICIA COFFEY	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUEVARA, ADRIANA, PATRICIA COFFEY	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUEVARA, ADRIANA, PATRICIA COFFEY	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUEVARA, ADRIANA, PATRICIA COFFEY	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUEVARA, ADRIANA, PATRICIA COFFEY	I	CHIEF COMPLIANCE OFFICER	NA	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER AND MANAGING DIRECTOR	NA	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER AND MANAGING DIRECTOR	NA	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER AND MANAGING DIRECTOR	NA	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER AND MANAGING DIRECTOR	NA	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER AND MANAGING DIRECTOR	NA	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER AND MANAGING DIRECTOR	NA	Control
BRION LLC	DE	DIRECT OWNER	E	Control
BRION LLC	DE	DIRECT OWNER	E	Control
BRION LLC	DE	DIRECT OWNER	E	Control
BRION LLC	DE	DIRECT OWNER	E	Control
BRION LLC	DE	DIRECT OWNER	E	Control
BRION LLC	DE	DIRECT OWNER	E	Control
RAMOS, EDUARDO, JOSE	I	OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control
RAMOS, EDUARDO, JOSE	I	MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
RAMOS, EDUARDO, JOSE	I	BRION LLC	E	Control
RAMOS, EDUARDO, JOSE	I	BRION LLC	E	Control
RAMOS, EDUARDO, JOSE	I	BRION LLC	E	Control
RAMOS, EDUARDO, JOSE	I	BRION LLC	E	Control

Registrations

Federal

Jul 8, 2025 REGISTERED

Notice Filings (5)

FL IL PR TX VI

Address

CENTRO INTERNACIONAL DE MERCADEO
90 CARR 165 STE 505
GUAYNABO, PR 00968-8067
United States

Phone: 787-792-3000