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Anthony Joseph Culotta

Freedom Family Office, LLC

Jupiter, FL

Mesa, AZ

CRD 2550533

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Employer firm

Freedom Family Office, LLC CRD 310275

$162M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • FAMILY OFFICE SERVICES

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

Current Employers
Freedom Family Office, Llc

Jupiter, FL • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-10
  • AZ RA
    APPROVED
    Since 2026-03-10

Branch Locations

Jupiter, FL • United States

Mesa, AZ • 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
Robert W. B Phoenix AZ 04/2013 01/2026
Freedom Family Office, Llc Jupiter FL 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-17
S63 Uniform Securities Agent State Law Examination 1994-11-18
  • S66 Uniform Combined State Law Examination
    2014-01-17
  • S63 Uniform Securities Agent State Law Examination
    1994-11-18
Designations
  • Certified Financial Planner
Other Names
  • Tony Culotta

View on SEC IAPD

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