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).
Total Assets Under Management147MILLION
Total Number of Accounts501ACCOUNTS
Average Account Value$293,023
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, NJ, NY
Richard Parry (CRD# 1902176) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Stamford, CT and has over 28 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.
Robert Runde (CRD# 1504842) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Stamford, CT and has over 30 years of experience in the finance industry.