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Stephen A. Corsano

FREEDOM MONEY MANAGEMENT LLC
Belle Mead, NJ
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CRD#: 2703905
SC

Professional summary


Stephen A Corsano, who also goes by Stephen A Corsano Mr., Stephen Anthony Corsano, Steve Corsano, is a registered financial advisor currently at FREEDOM MONEY MANAGEMENT LLC located in Belle Mead, New Jersey.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Stephen has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Stephen A Corsano Mr. | Stephen Anthony Corsano | Steve Corsano

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Stephen A Corsano's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 22, 2015 - Present

FREEDOM MONEY MANAGEMENT LLC

RIA
CRD#: 269935
Belle Mead, NJ
Past

August 8, 2011 - April 30, 2012

MORGAN STANLEY

RIA
CRD#: 149777
LAWRENCEVILLE, NJ
Past

July 6, 2011 - April 30, 2012

MORGAN STANLEY

BD
CRD#: 149777
LAWRENCEVILLE, NJ
Past

July 10, 2008 - February 11, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BOSTON, MA
Past

June 13, 2008 - February 11, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BOSTON, MA
Past

January 20, 1999 - August 14, 2001

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY
Past

March 15, 1996 - October 14, 1998

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(7/22/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/13/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/5/2011
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


FM
FREEDOM MONEY MANAGEMENT LLC
CORSANO, STEPHEN ANTHONY | FREEDOM MONEY MANAGEMENT LLC

CRD#: 269935 / SEC#:

New Jersey
Registered Investment Advisory firm - (7/22/2015 Approved)
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Contact information


Main Address
Belle Mead, NJ
Mailing Address
Phone number
(609) 751-7160
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 640,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FREEDOM MONEY MANAGEMENT LLC

CRD#: 269935Belle Mead, NJ

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