{
  "crd_number": 283902,
  "slug": "freedom-trail-financial-boston-ma-283902",
  "primary_business_name": "FREEDOM TRAIL FINANCIAL",
  "legal_name": "FREEDOM TRAIL FINANCIAL, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-05-02",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-04-08",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://facebook.com/FREEDOMTRAILFINANCIALLLC",
    "https://freedomtrailfinancial.com",
    "https://linkedin.com/company/freedom-trail-financial",
    "https://twitter.com/FreedomTrailFin"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283902",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/freedom-trail-financial-boston-ma-283902",
  "display_name": "Freedom Trail Financial",
  "summary": "Freedom Trail Financial is a state-registered investment advisory firm in Boston, MA, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated April 8, 2026.",
  "citation": "AdvisorCensus. Freedom Trail Financial (CRD 283902): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Freedom Trail Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Freedom Trail Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); commissions; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Freedom Trail Financial located?",
      "a": "Freedom Trail Financial's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Freedom Trail Financial registered with the SEC or a state?",
      "a": "Freedom Trail Financial is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 283902."
    },
    {
      "q": "Does Freedom Trail Financial report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283902"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/freedom-trail-financial-boston-ma-283902.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283902",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}