Our Firm
Strength in Partnerships
Relationships are an integral part of the social and business fabrics that form our lives. The depth and quality of these relationships go a long way in supporting the goals that we all strive toward with one goal in mind: Your success.
Freedom Capital Management is an independent financial services firm in Holmdel, New Jersey. We believe in a individualized approach to lifestyle management. Freedom Capital Management is comprised of dedicated, experienced independent financial advisors and certified financial planners.
Royal Alliance is an independent broker-dealer that provides technology, regulatory and operational support. Royal Alliance works with approximately 1,600 independent financial advisors across the United States. As part of one of the largest networks of independent broker-dealers in the country—Advisor Group—Royal Alliance provides stability and financial strength that has been maintained through various market cycles.
Pershing, LLC. Working as our clearing firm, Pershing (member FINRA, NYSE and SIPC) is a trusted, established financial services firm that processes all clearing services for Royal Alliance. A clearing firm works with various financial exchanges to handle confirmation, delivery and settlement of financial transactions. Such firms employ technology and procedures designed to ensure that transactions are processed in a timely and efficient manner. Additionally, clearing firms prepare and send periodic account statements and transaction confirmations to investors. Pershing is a separate and independent entity, and a subsidiary of the Bank of New York Mellon Corporation, a leading provider of financial services for institutions, corporations and high-net worth individuals. Pershing LLC has been a leading global provider of financial business solutions for over 70 years and serves many of the world's most respected financial organizations.