Have you ever wondered what happens to your funds
once you've decided to make an investment?

Your brokerage account assets are held at our custodian and clearing firm, a separate and independent entity, Pershing LLC.
Our Broker/Dealer, Royal Alliance Associates, is our agent and facilitates transactions on behalf of Freedom Capital Management.


Help with Trust Planning Estate Conservation Tax Planning Investments

Pershing LLC (member FINRA, NYSE, and SIPC), is a subsidiary of The Bank of New York Mellon Corporation, the nation's oldest continuously operating bank.
Pershing is a leading provider of global financial services to institutions, corporations, and high-net-worth individuals, and custodies $1.3 trillion in global client assets



Help with Trust Planning Estate Conservation Tax Planning InvestmentsRoyal Alliance Associates driven by a strong philosophy that independence is key to fulfilling sound investment decisions.  Our affiliation with Royal, a member of one of America's largest networks of independent advisors, Advisor Group, empowers us to put your interests first with objective, carefully considered offerings — with no obligation to promote any particular investment.


We Are Not Alone in Our Commitment to You