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Humberto Cesar Portillo

Financial Freedom Management LLC

Ramsey, NJ

CRD 6553019

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Employer firm

Financial Freedom Management LLC CRD 281293

$8.11M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • CONSULTING ON TRADING STRATEGIES

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Freedom Management Llc

Ramsey, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-12-07
NJ RA APPROVED 2016-05-25
  • NY RA
    APPROVED
    Since 2021-12-07
  • NJ RA
    APPROVED
    Since 2016-05-25

Branch Locations

Ramsey, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Freedom Management Llc Ramsey NJ 08/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-07
  • S65 Uniform Investment Adviser Law Examination
    2016-01-07

View on SEC IAPD

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