LIBERTY ASSOCIATES, INC.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
15071
Registered since
April 4, 1984

Firm profile

FINTRX

Overview

Liberty Associates, Inc. is organized as a corporation and has been SEC-registered since 1984. The firm's ownership is listed as individual and its regulatory classification is unclassified in the dataset. The record indicates Liberty Associates is not identified as a capital allocator, is not a multi-state adviser, does not self-identify as an active ESG investor, and does not act as a pension consultant or related adviser. The firm has not provided descriptive detail on its client base, fee schedules, core business activities, or advisory services in the available data. No information about external affiliations or industry activities was supplied, leaving the firm's target clients, investment approach and service model unspecified.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ALLISON LINDH

    Principal & Chief Operating OfficerCRD 6309401

Contacts

2 of 2
  • MELISSA KELLER

    ConsultantCRD 5313644

  • EVAN BRET AZRILIANT

    CRD 6893576

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
501 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth