FREEDOM ADVISORY, LLC

FREEDOM ADVISORY, LLC of GUAYNABO, PR is an SEC-registered investment adviser (CRD 147546). Regulatory assets under management: $880.6M.

Registration

CRD: 147546
SEC file number: 801-110235
Type: Registered investment adviser
Location: CENTRO INTERNACIONAL DE MERCADEO, 90 CARR 165 STE 505, GUAYNABO, PR, 00968-8067
Phone: 787-792-3000
Latest filing: 2026-02-09
Regulatory AUM: $880.6M
Discretionary AUM: $880.6M
Clients: 11
Accounts: 938

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Name	Role	Location
Eduardo Jose Ramos	MANAGING MEMBER; MANAGING MEMBER AND MANAGING DIRECTOR	—
Adriana Patricia Coffey Guevara	CHIEF COMPLIANCE OFFICER	—
RAMOS EDUARDO JOSE	MANAGING MEMBER; MANAGING MEMBER AND MANAGING DIRECTOR; MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER (+1 more)	—
GUEVARA ADRIANA PATRICIA COFFEY	CHIEF COMPLIANCE OFFICER	—