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Edward Newton Schweitzer

Freedom Capital Management

Glen Allen, VA

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Current Employers
Freedom Capital Management

Glen Allen, VA • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-09-23
VA RA APPROVED 2021-06-16
TX RA APPROVED_RES 2021-05-14
  • FL RA
    APPROVED
    Since 2021-09-23
  • VA RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2021-05-14

Branch Locations

Glen Allen, VA • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Engines Henrico VA 11/2007 07/2020
Edelman Financial Services Llc Fairfax VA 08/2009 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 08/2020
3D/L Financial Group Hartford CT 09/2020 02/2021
Freedom Capital Management Llc Glen Allen VA 02/2021 03/2021
Freedom Capital Management, Llc Glen Allen VA 03/2021 Present
  • 11/2007 → 07/2020
    Edelman Financial Engines
    Henrico, VA
  • 08/2009 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 08/2020
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 09/2020 → 02/2021
    3D/L Financial Group
    Hartford, CT
  • 02/2021 → 03/2021
    Freedom Capital Management Llc
    Glen Allen, VA
  • 03/2021 → Present
    Freedom Capital Management, Llc
    Glen Allen, VA
Previous Registrations
  • 2018-11-01 → 2020-08-07
    Edelman Financial Engines
    Henrico, VA
  • 2009-08-25 → 2018-11-01
    Edelman Financial Services, Llc
    Henrico, VA
    Fairfax, VA
  • 2007-11-19 → 2009-08-24
    Edelman Financial Advisors Llc
    Fairfax, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-19
  • S66 Uniform Combined State Law Examination
    2005-10-19
Designations
Other Names
  • Edward N Schweitzer
  • Edward Newton Schweitzer

View on SEC IAPD

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