About Freedom Investments  

Started in 1994, Freedom Investments, Inc. is a member of the NASD, and SIPC. Freedom is a wholly owned subsidiary of Oppenheimer & 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
  • Mark Whaley - President
  • Manuel A. Santiago, Jr. - Chief Operating Officer and Chief Compliance Officer
  • Sal Agosta - CFO
  • Dennis McNamara - Secretary and General Counsel
  • Susan Callari - Operations Manager

A full range of investment products are available on-line through Freedom Investments including Stocks 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.

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.

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

Copyright © 1999 – 2012 Freedom Investments. All Rights Reserved.
Freedom Investments Inc. Member FINRA/SIPC
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Freedom Investments is a wholly owned subsidiary of Oppenheimer & Co. Inc. of New York.