Claire Hollander (CRD# 7327059) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 2 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Liberty Wealth Management | Oakland, CA | Dec 2021 - Current | 2 |
| Liberty Group, LLC | Oakland, CA | Feb 2020 - Current | 4 |
| Regal Wine Company | San Jose, CA | Jun 2019 - Jan 2020 | < 1 |
| University Of California Berkeley | Berkeley, CA | Jul 2015 - May 2019 | 3 |
| Office Of Oakland Mayor | Oakland, CA | Aug 2018 - Dec 2018 | < 1 |
| Law Offices Of Frances Prizzia | Newport Beach, CA | Mar 2018 - Jun 2018 | < 1 |
| Council For Court Excellence | Washington, DC | Jan 2018 - Apr 2018 | < 1 |
| Law Offices Of Hollander & Hollander | Oakland, CA | May 2017 - Aug 2017 | < 1 |
| Sterling Brands | San Francisco, CA | May 2016 - Aug 2016 | < 1 |
| Bentley School | Lafayette, CA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CA
- TX
-
Total Assets Under Management1,223MILLIONS
-
Total Number of Accounts3,414ACCOUNTS
-
Average Account Value$358,166
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, ID, IL, MI, NC, NH, NV, NY, OR, TN, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.