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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-02-09 |
| NY | RA | APPROVED | 2021-08-18 |
Branch Locations
Jupiter, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-25 |
Branch Locations
Jupiter, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consultant | New York | NY | 04/2016 | 01/2017 |
| Iwm Advisors, Llc | New York | NY | 01/2017 | Present |
| Freedom Family Office, Llc | New York | NY | 06/2020 | Present |
1) Freedom Family Office; registered investment adviser (separate from this RIA); Investment related: Yes; Location: 166 East 61st, New York, NY; Description of the business: Freedom Family Office is a multi-family office, providing financial planning, investment, insurance and family governance services to affluent families.; Position Title: Managing Member; Responsibilities Duties: Overall responsibility for management of the business.; Start date with business: 2020-09-01; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 50; Additional notes: Periodically, IWM may refer clients and prospective clients to Freedom Family Office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-02 |
| S66 | Uniform Combined State Law Examination | 2004-12-06 |
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