Liberty Wealth Advisors, LLC

Liberty Wealth Advisors, LLC (CRD# 161997) is a financial advisory firm headquartered in Stamford, CT. They manage $146,804,300 in 501 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $293,023
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY

Financial Advisors at Liberty Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard M. Parry
CRD#: 1902176
707 Summer Street, 4th Floor, Stamford, CT 06901
86
Wealthminder
score

Richard Parry (CRD# 1902176) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Stamford, CT and has over 27 years of experience in the finance industry. Richard Parry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert H. Runde
CRD#: 1504842
707 Summer Street, 4th Floor, Stamford, CT 06901
83
Wealthminder
score

Robert Runde (CRD# 1504842) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Stamford, CT and has over 29 years of experience in the finance industry.

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