Noah B. Rosenfarb

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CRD#: 5217156

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Noah B Rosenfarb was a registered financial professional .

Noah is a previously registered financial professional and started their career in finance in 2006. Noah had worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

1)Freedom Advisors, LLC is an entity used to collect non-investment related fees (Board of Director fees) and insurance commissions. Mr. Rosenfarb spends approximately 10 hours per month on these activities. 2) Freedom Wealth Advisors, LLC, investment related, Boca Raton, FL, Registered Investment Adviser, Managing Member/Chief Compliance Officer/Investment Adviser Representative, Start Date 01/2007, 3) Freedom Family Office, LLC, investment related, New York, NY, Registered Investment Adviser, Investment Adviser Representative, Start Date 12/2020, approximately 120 hours/month devoted to this business with all hours/month during securities trading hours 4) Freedom Adventures, Inc., not investment related, San Juan, P.R., Provides consulting services, CEO, Start Date 02/2018, approximately 40 hours/month devoted to this business with all hours/month during securities trading hours 5) Freedom Internet Group, Inc., not investment related, San Juan, P.R., Acquires revenue-based royalties in Internet Companies, Chairman/CFO, Start Date 01/2019, approximately 40 hours/month devoted to this business with all hours/month during securities trading hours

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 27, 2021 - January 21, 2025

FREEDOM FAMILY OFFICE, LLC

RIA

CRD#: 310275

Parkland, FL

Past

November 9, 2010 - December 31, 2020

FREEDOM WEALTH ADVISORS, LLC

RIA

CRD#: 153207

BOCA RATON, FL

Past

March 7, 2007 - August 20, 2010

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

NEW YORK, NY

Past

December 12, 2006 - August 20, 2010

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FREEDOM FAMILY OFFICE, LLC

CRD#: 310275 / SEC#: 801-119576

RIA

Registered Investment Advisory firm - (10/2/2020 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/18/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/11/2006

General Securities Representative Examination

Current Firm

FREEDOM FAMILY OFFICE, LLC

CRD#: 310275 / SEC#: 801-119576

RIA

Registered Investment Advisory firm - (10/2/2020 Approved)

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Contact information

Main Address

Jupiter, FL

Mailing Address

9450 Sw Gemini Drive Pmb 68338, Beaverton, OR 97008

Phone number

(855) 540-0400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FREEDOM FAMILY OFFICE, LLC FORM ADV PART 2A BROCHURE (4/29/2025)

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	Cover Page	Report
06/16/2023	Cover Page	Report
01/27/2023	Cover Page	Report

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.

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Noah B. Rosenfarb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FREEDOM FAMILY OFFICE, LLC

FREEDOM WEALTH ADVISORS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

FREEDOM FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/18/2007

Series 7

Date: 12/11/2006

Current Firm

FREEDOM FAMILY OFFICE, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FREEDOM FAMILY OFFICE, LLC

TRUST BUT VERIFY

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