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Eduardo Jose Ramos

Investment adviser representative at Freedom Advisory
18 yearsExperience
3 statesRegistered in
$880.6MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

18 years in the industry.

  1. Freedom Advisory, LLCMay 2008 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 3 states (FL, PR, TX).

Freedom Advisory

Legal name: Freedom Advisory, LLC

$880.6MAssets managed
528Clients
6Advisers
9 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
5551621
Firm CRD
147546
Advisor's SEC record (opens in a new tab)
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