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Clifford Strauss Mintz

Freegulliver, LLC

New Orleans, LA

Denver, CO

CRD 7063032

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Employer firm

Freegulliver, LLC CRD 117040

$837M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Freegulliver, Llc

1000 S. Norman C. Francis Pkwy Suite 301, New Orleans, LA 70125 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
LA RA APPROVED 2019-02-15
  • CO RA
    APPROVED
    Since 2025-01-01
  • LA RA
    APPROVED
    Since 2019-02-15

Branch Locations

1000 S. Norman C. Francis Pkwy Suite 301, New Orleans, LA 70125 • United States

201 Milwaukee Street Suite 200, Denver, CO 80206 • 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
Radolo, Llc New Orleans LA 06/2015 10/2016
Self Employeed New Orleans LA 10/2016 03/2018
Freegulliver New Orleans LA 03/2018 01/2019
Freegullver New Orleans LA 01/2019 Present
  • 06/2015 → 10/2016
    Radolo, Llc
    New Orleans, LA
  • 10/2016 → 03/2018
    Self Employeed
    New Orleans, LA
  • 03/2018 → 01/2019
    Freegulliver
    New Orleans, LA
  • 01/2019 → Present
    Freegullver
    New Orleans, LA
Other Businesses

1)Trustee of family related trusts; Investment related: 1900 N. 18th Street, Monroe, Louisiana 71201; Spends approximately 5 hours per month 2) Sweet Nola LLC; Retail food service; not investment related, however he is a partner in the business and devotes approximately 4 hours per month of his own time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-15
  • S65 Uniform Investment Adviser Law Examination
    2019-02-15
Other Names
  • Cliff Strauss Mintz

View on SEC IAPD

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