ABOUT FREEDOM INVESTMENTS, INC.
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Started in 1994, Freedom Investments, Inc. is a member of the NASD, and SIPC. Freedom is a wholly owned subsidiary of Fahnestock & Co., Inc. of New York. Our mission is simple: "Provide our clients with the most reliable order entry and account management system in the industry at a competitive price".

Freedom Investments, Inc. is located at 375 Raritan Center Parkway Edison, NJ 08837. To contact a Freedom Investments’ Customer Service Representative please call (800) 944-4033. They will be happy to answer any questions that you may have.

The following individuals comprise the management team at Freedom.
A. G. Lowenthal - Chairman of the Board and CEO
Ian Grice -President and COO
Richard Wohlman - CFO
Eric Shames - Secretary
Manny Santiago - Chief Compliance Officer
Tom Baxter - Trading/Operations Manager
PRODUCTS

A full range of investment products are available on-line through Freedom Investments including Stocks, Bonds, and Options. Freedom’s minimum account size is $2,000. This minimum can be satisfied by depositing cash and/or securities. An Account Transfer Form has been included in Freedom’s electronic new account packet. It’s easy to complete, and when you transfer at least $2,000 in fully paid securities you can satisfy the minimum account size requirement.

ACCESS TO YOUR ACCOUNT

Freedom clients can access their accounts, obtain real-time* quotes, and place orders by the following:

  • PC access via internet using a compatible browser - try our demo
  • Direct dial and speak with a live broker

*Market Data Agreement required for real-time quotes via internet or PC.

ONE ACCOUNT DOES IT ALL

Compare Freedom to your current broker. Where else can you get this type of service at these low prices? I think you’ll agree, there is no comparison. Open an account today and start saving money; it’s EASY. Simply complete the Packet Request Form.. You can also call Freedom’s Customer Service Department and we’ll send you a new account packet via ‘snail mail’. To transfer your account from your current broker to Freedom, just fill out the Account Transfer form and send it to us with your new account form. If you have any questions, give us a call at 1 800 944-4033. A friendly, courteous customer service representative will be happy to assist you.

The following statements are pursuant to provisions of Section 19(b)(1) of the Securities Exchange Act of 1934, the National Association of Security Dealers, Inc.:
  • a.. Rule 2341 Margin Disclosure Statement - Margin Disclosure Statement


    • The following is a Regulatory disclosure report that has been prepared to assist our customers and the general public.

    11ac1-6 Report - (Report on Routing Customer Orders)