Liberty Wealth Advisors LLC
Legal Name: LIBERTY WEALTH ADVISORS, LLC
Full Contact Details
Liberty Wealth Advisors LLC
707 SUMMER STREET, 4TH FLOOR, STAMFORD, CT
203-323-6666
203-359-1996
Other Info
Liberty Wealth Advisors LLC, also known as LIBERTY WEALTH ADVISORS, LLC, is a Delaware-based Limited Liability Company that serves eight clients. With a team of four employees, of whom two hold advisory roles, the firm has maintained its SEC approval since May 24, 2012.
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Direct Owners
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LIBERTY LWA HOLDINGS LLC
MEMBER owns 75% or more
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R. MICHAEL PARRY ENTERPRISES, LLC
MANAGING MEMBER owns more than 10% but less than 25%
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RICHARD MICHAEL PARRY
PRESIDENT AND CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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JAMES S. GLADNEY 1992 REVOCABLE TRUST
MEMBER owns 75% or more
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JAMES SCOTT GLADNEY
TRUSTEE owns 75% or more