Brian Edward Hawley

CFA

Freedom Investment Management, INC.

18 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Freedom Investment Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

9,327 clients

Average Client Portfolio

$230K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$25K

Location

Shrewsbury, MA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Freedom Investment Management, INC.

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

3d/l Capital Management, LLC

March 2021 - December 2023 · 2 yrs 9 mos

3d Asset Management, INC.

January 2007 - March 2021 · 14 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.