Liberty Private Client, LLC

Liberty Private Client, LLC (CRD# 305130) is a financial advisory firm headquartered in Fort Myers, FL. They manage $220,031,160 in 289 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5237 Summerlin Commons Blvd, #319, Fort Myers, FL 33907
https://libertyprivateclient.com/
By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $761,353
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Liberty Private Client, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael McCort, financial advisor Fort Myers FL
Michael W. McCort
CRD#: 2407523
5237 Summerlin Commons Blvd #319, Fort Myers, FL 33907

Michael McCort (CRD# 2407523) is an Investment Advisor Representative working at Liberty Private Client, LLC in Fort Myers, FL and has over 30 years of experience in the finance industry.

2
Richard Seidel, financial advisor Wayne PA
Richard B. Seidel
CRD#: 1232224
125 Strafford Ave, Room 116, Wayne, PA 19087

Richard Seidel (CRD# 1232224) is an Investment Advisor Representative working at Liberty Private Client, LLC in Wayne, PA and has over 40 years of experience in the finance industry.

3
Ashlyn Smith, financial advisor Fort Myers FL
Ashlyn Smith
CRD#: 7351757
5237 Summerlin Commons Blvd, #319, Fort Myers, FL 33907

Ashlyn Smith (CRD# 7351757) is an Investment Advisor Representative working at Liberty Private Client, LLC in Fort Myers, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals