Investment adviser representative · Freeman & Freeman Private Wealth Management LLC
Aaron M. Freeman
CRD 5499296 · Montgomery, TX
At a glance
Aaron M. Freeman is an investment adviser representative with Freeman & Freeman Private Wealth Management LLC in Montgomery, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aaron’s SEC record dates to 2008, about 18 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Freeman & Freeman Private Wealth Management LLCSince October 2023Montgomery, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Aaron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Freeman & Freeman Private Wealth Management LLC
- Nichol L. FreemanMontgomery
Every advisor at Freeman & Freeman Private Wealth Management LLC →Financial advisors in Montgomery, TX →Advisor Moves: who changed firms this week →