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Michael James Mooney

Freedom Investment Management, Inc.

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About Michael James Mooney

Michael Mooney is an Investment Advisor Representative at Freedom Investment Management, Inc. based in HARTFORD, CT. Michael has been in the industry since 2013 and has previously worked at Portsmouth Financial Services, EQIS Securities, LLC, AssetMark Brokerage, LLC, and Capital Brokerage Corporation. Michael holds the Series 6, Series 65, and SIE licenses. Michael specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as pension consulting and selection of other advisors.

Firm Information

Michael Mooney is currently registered with Freedom Investment Management, Inc.. Freedom Investment Management, Inc. is an investment advisor based in Hartford, CT. The firm provides a range of services, including financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Freedom Investment Management manages approximately $2.01 billion in assets for a diverse client base, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm also offers wrap fee programs.
Freedom Investment Management, Inc.

100 CONSTITUTION PLZ

HARTFORD, CT 06103-1703

$2.01B

Assets Under Management

776

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model provider/strategist

Model provider/strategist

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum monthly account fee

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Michael Mooney’s Registration & Firm History

CT

07/24/2024 - Present

Freedom Investment Management, Inc. (HARTFORD CT)

CA

01/14/2021 - 12/31/2022

PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)

CA

06/01/2018 - 01/18/2019

EQIS SECURITIES, LLC (SAN RAFAEL CA)

CA

08/15/2014 - 01/03/2017

ASSETMARK BROKERAGE, LLC (CONCORD CA)

VA

07/25/2013 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

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Licenses & Designations

IA

Issued 11/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Mooney.
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