First Liberties Financial
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 14432
- Registered since
- December 21, 1983
Firm profile
FINTRXOverview
First Liberties Financial is organized as a corporation and is registered with the SEC since 1983. FINTRX classifies the firm under an investment bank designation; ownership is listed as a combination of a domestic entity and an individual. The profile indicates the firm is not positioned as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. FINTRX does not supply detail on the firm's specific business lines or advisory activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Edward Gallagher
Owner & CEOCRD 1390625
Steven Shaffer
Chief Compliance OfficerCRD 1027259
Hilary Bergman
Chief Executive OfficerCRD 1834738
Contacts
3 of 26
Andrew Friedwald
Executive DirectorCRD 1354237
Satyajit SiddharthKumar
Managing DirectorCRD 7504852
Charles Visconsi
Registered RepresentativeCRD 2821361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 2915 N Boulevard
- Time zone
- ET (UTC-5)
- Office locations
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