Anthony J. Culotta
Professional summary
Anthony Joseph Culotta, CFP®, who also goes by Tony Culotta Jr, is a registered financial advisor currently at FREEDOM FAMILY OFFICE, LLC located in Mesa, Arizona.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Anthony has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Joseph Culotta's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
March 10, 2026 - Present
FREEDOM FAMILY OFFICE, LLC
January 22, 2014 - January 29, 2026
ROBERT W. BAIRD & CO. INCORPORATED
April 2, 2013 - January 29, 2026
ROBERT W. BAIRD & CO. INCORPORATED
October 22, 1996 - February 26, 2013
CHARLES SCHWAB & CO., INC.
November 4, 1994 - November 22, 1994
INVESTORS ASSOCIATES, INC.
Primary Firm SEC Registration
FREEDOM FAMILY OFFICE, LLC
CRD#: 310275 / SEC#: 801-119576
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/10/2026)
Exams
Current Firm
FREEDOM FAMILY OFFICE, LLC
CRD#: 310275 / SEC#: 801-119576
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 163 |
| AUM (Assets Under Management) | $ 143,471,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2024 | ||
| 06/16/2023 | ||
| 01/27/2023 |
Red Flags
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