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Paul J Coleman III

Paul J. Coleman

FREE TIME FINANCIAL
ORCHARD PARK, NY
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CRD#: 6225972
Paul J Coleman III

Professional summary

Paul J Coleman III, CFP® is a registered financial advisor currently at FREE TIME FINANCIAL LLC located in Orchard Park, New York.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paul has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul J Coleman III'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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

March 14, 2025 - Present

FREE TIME FINANCIAL LLC

RIA
CRD#: 335359
ORCHARD PARK, NY
Past

September 13, 2021 - November 18, 2024

LEVEL FINANCIAL ADVISORS, INC.

RIA
CRD#: 110641
EAST AMHERST, NY

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 York
(3/14/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2012
Uniform Investment Adviser Law Examination

Current Firm

FT
FREE TIME FINANCIAL LLC
FREE TIME FINANCIAL LLC

CRD#: 335359 / SEC#:

New York
Registered Investment Advisory firm - (3/14/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Orchard Park, NY
Mailing Address
Phone number
(716) 961-6780
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

FREE TIME FINANCIAL LLC

CRD#: 335359Orchard Park, NY

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