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Peter Jose' D'arruda

Freedom Investment Management, Inc.

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About Peter Jose' D'arruda

Peter Jose' D'arruda is an investment advisor representative for Freedom Investment Management, Inc., Capital Financial Advisory Group, LLC and Foundations Investment Advisors LLC. Peter is licensed in the state of North Carolina and offers financial planning, pension consulting and portfolio management services to individuals, businesses and pooled investment vehicles.

Firm Information

Peter D'arruda 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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Peter D'arruda’s Registration & Firm History

NC

08/23/2016 - Present

Freedom Investment Management, Inc. (Apex NC)

NC

03/26/2008 - 06/05/2008

QUESTAR CAPITAL CORPORATION (CARY NC)

CA

03/08/2000 - 12/31/2000

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

CA

06/28/1999 - 12/13/1999

IRM DISTRIBUTORS, INC. (CARPINTERIA CA)

IN

08/05/1998 - 12/31/1998

CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)

IN

04/14/1997 - 08/05/1998

CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)

IN

10/08/1996 - 04/14/1997

CONSECO EQUITY SALES, INC. (CARMEL IN)

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Licenses & Designations

BC

Issued 03/06/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/06/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/25/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Jose' D'arruda.
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