Stacy Lynn Culotta
Investment adviser representative at Freedom Family Office, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$162.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Freedom Family Office, LLCJun 2025 to now
- BairdMar 2022 to Apr 2025
- Goldman Sachs Pfm (united Capital Financial Advisers, LLC)Jan 2019 to Mar 2023
- Stoker Ostler Wealth AdvisorsJan 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Freedom Family Office, LLC
$162.1MAssets managed
130Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4553639
- Firm CRD
- 310275