Anthony Culotta has been an investment adviser representative at Freedom Family Office since March 2026, and is not listed among the firm’s executive officers or direct owners.
Freedom Family Office, LLC is a firm with $162M under management, 130 clients and 5 advisers across 4 offices, as of its April 2026 filing.
Anthony Culotta is a Wealth Advisor at Freedom Family Office. He has more than 32 years of experience in the financial services industry. Before joining Freedom, he built his career at several firms, including Charles Schwab, and most recently served clients at Baird. His work centers on investment management and holistic financial planning.
Anthony Culotta’s longest registration was 12 years at Robert W. Baird & Co. Incorporated (2014–2026). Before joining Freedom Family Office in 2026, Anthony Culotta was registered through Robert W. Baird & Co. Incorporated.
- Freedom Family Office, LLCCurrent– present · under a yearMesa, AZ · Adviser representative · Firm CRD 310275
- Robert W. Baird & Co. Incorporated– · 12 yearsPhoenix, AZ · Adviser representative · Firm CRD 8158
Professional designations
Listed by Freedom Family Office
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Anthony Culotta is registered as an investment adviser representative in Arizona, since March 2026.
- ArizonaSince 10 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 January 2014 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 6 October 1999 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 6 October 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 November 1994 |
| Series 7 | General Securities Representative Examination | 3 November 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Anthony Joseph Culotta
- CRD
- 2550533
- Firm
- Freedom Family Office · CRD 310275
- Office
- Mesa, AZ
- Registration
- Investment adviser registration
- In the industry since
- December 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- freedomfamilyoffice.com
Where does Anthony Culotta work?
Anthony Culotta is an investment adviser representative registered through Freedom Family Office, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Anthony Culotta a financial advisor?
Yes. Anthony Culotta has a current investment-adviser registration in Arizona, through Freedom Family Office since March 2026.
How many years of experience does Anthony Culotta have?
Anthony Culotta has 29 years in the financial industry, since December 1996, across 2 adviser firms.
What exams has Anthony Culotta passed?
Anthony Culotta has passed 5 licensing exams: the Series 7, Series 63, Series 10, Series 9 and Series 66. The earliest, the Series 7, was passed in November 1994. FINRA credited Anthony Culotta with the SIE, which began in October 2018.
Where did Anthony Culotta work before Freedom Family Office?
Before Freedom Family Office, Anthony Culotta was registered through Robert W. Baird & Co. Incorporated, January 2014 to January 2026.
Where is Anthony Culotta based?
Anthony Culotta’s registered office is in Mesa, AZ.
Is Anthony Culotta registered with FINRA?
No. Anthony Culotta has no current broker registration.
Is Anthony Culotta a CFP?
Freedom Family Office lists Anthony Culotta with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Source: Anthony Culotta, CFP® biography, freedomfamilyoffice.com
How can I verify Anthony Culotta’s record?
Search CRD 2550533 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Culotta’s full registration record.