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Advisors / New Jersey / Monclair
22yrs

Michael Freeman

Financial advisor at DUE Diligence Works

Michael Freeman has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Monclair, New Jersey. After ten years at Citigroup Global Markets and a year at Ameritrade Advisory Services, Michael joined DUE Diligence Works in 2018. The firm is paid through flat fees.

Monclair, NJFiduciary advisor
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At a glance

Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
OfficeMonclair, NJ
How the firm is paid ?Flat fee
Advisors at the firm2
States licensed ?1 state

Services through DUE Diligence Works

Other services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2018 – now
  2. 2006 – 2016
  3. Nov 2004 – Dec 2005
    Ameritrade Advisory Services LLCPreviously
  4. May 2004 – Mar 2006
    TD Ameritrade Investment Management, LLCPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. Where would my money be held, and will I get statements directly from that firm?
  2. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call DUE Diligence Works at (973) 744-3658 and ask for Michael Freeman. Michael works from the Monclair, NJ office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2004, about 22 years. More experience than 67% of advisors nationwide.

What licenses does Michael hold?

Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

DUE Diligence Works reports being paid by flat or fixed fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.