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Michael F Picardi

Freedom Investments, Corp.

New York City, NY

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Current Employers
Freedom Investments, Corp.

New York City, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-11
  • NY RA
    APPROVED
    Since 2025-07-11

Branch Locations

New York City, NY • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Masterworks Investor Services Llc New York NY 12/2020 09/2021
National Financial Network Garden City NY 08/2020 12/2020
Fairfield University Fairfield CT 08/2016 05/2020
Garden City Country Club Garden City NY 02/2011 08/2019
Sanford C. Bernstein & Co., Llc New York NY 09/2021 03/2023
Dalmore Group Llc New York NY 09/2023 04/2024
Freedom Investments Corp. New York NY 11/2024 Present
Unemployed New York NY 04/2024 11/2024
Unemployed New York NY 03/2023 09/2023
  • 12/2020 → 09/2021
    Masterworks Investor Services Llc
    New York, NY
  • 08/2020 → 12/2020
    National Financial Network
    Garden City, NY
  • 08/2016 → 05/2020
    Fairfield University
    Fairfield, CT
  • 02/2011 → 08/2019
    Garden City Country Club
    Garden City, NY
  • 09/2021 → 03/2023
    Sanford C. Bernstein & Co., Llc
    New York, NY
  • 09/2023 → 04/2024
    Dalmore Group Llc
    New York, NY
  • 11/2024 → Present
    New York, NY
  • 04/2024 → 11/2024
    Unemployed
    New York, NY
  • 03/2023 → 09/2023
    Unemployed
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-14
S63 Uniform Securities Agent State Law Examination 2021-04-05
  • S65 Uniform Investment Adviser Law Examination
    2025-06-14
  • S63 Uniform Securities Agent State Law Examination
    2021-04-05
Other Names
  • Michael F Picardi
  • Michael Francis Picardi

View on SEC IAPD

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