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Leo W. Freeman

OBRAN CAPITAL ADVISORS
Lincoln, CA
Some features on this profile are disabled
CRD#: 6683309
LF

Professional summary

Leo Wilens Freeman, who also goes by Rachel Lyn Freeman, Rachel Lyn Wilens, is a registered financial advisor currently at OBRAN CAPITAL ADVISORS LLC located in Lincoln, California.

Leo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Leo has worked at 3 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rachel Lyn Freeman | Rachel Lyn Wilens

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 Leo Wilens Freeman'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

January 2, 2024 - Present

OBRAN CAPITAL ADVISORS LLC

RIA
CRD#: 325454
Lincoln, CA
Past

February 7, 2020 - October 21, 2021

ADASINA SOCIAL CAPITAL

RIA
CRD#: 151411
SAN FRANCISCO, CA
Past

December 16, 2017 - November 6, 2019

SMART INVESTOR, LLC

RIA
CRD#: 116587
ROSEVILLE, CA

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
California
(2/20/2024)
IAR
Massachusetts
(1/2/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/15/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/3/2020
Securities Industry Essentials Examination

Current Firm

OC
OBRAN CAPITAL ADVISORS LLC
OBRAN CAPITAL ADVISORS LLC | OBRAN CAPITAL ADVISORS, LLC

CRD#: 325454 / SEC#:

California
Registered Investment Advisory firm - (2/20/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (8/29/2023 Approved)
Texas
Registered Investment Advisory firm - (9/17/2025 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Boston, MA
Mailing Address
Phone number
(617) 356-7410
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts44
AUM (Assets Under Management)$ 30,723,827

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

OBRAN CAPITAL ADVISORS LLC

CRD#: 325454Lincoln, CA

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