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Adam John Mcnulty

Adam J. Mcnulty

LIBERTY WEALTH MANAGEMENT
Oakland, CA 94609
Some features on this profile are disabled
CRD#: 1859417
Adam John Mcnulty

Professional summary

Adam John Mcnulty, CFP® is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in Oakland, California.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Adam has worked at 8 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam John Mcnulty's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1999

Experience

Current

May 18, 2018 - Present

LIBERTY WEALTH MANAGEMENT, LLC

Office #1: 411 30th Street 2nd Floor, Oakland, CA 94609
RIA
CRD#: 286001
Oakland, CA
Past

August 7, 2020 - September 13, 2024

AE FINANCIAL SERVICES, LLC

BD
CRD#: 298608
Oakland, CA
Past

October 21, 2008 - October 10, 2018

LIBERTY GROUP, LLC

RIA
CRD#: 106036
OAKLAND, CA
Past

October 4, 2005 - May 30, 2008

LIBERTY GROUP, LLC

RIA
CRD#: 114110
OAKLAND, CA
Past

August 9, 2004 - September 9, 2020

LIBERTY GROUP, LLC

BD
CRD#: 106036
OAKLAND, CA
Past

June 15, 2001 - January 5, 2014

ONEVISION ADVISORS, LLC

RIA
CRD#: 125869
OAKLAND, CA
Past

August 9, 2000 - July 7, 2004

STERLING FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 41506
BOCA RATON, FL
Past

July 10, 1995 - August 16, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 10, 1989 - July 27, 1995

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 2, 1988 - July 27, 1995

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS

CRD#: 286001 / SEC#: 801-112351

RIA
Registered Investment Advisory firm - (1/19/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/18/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/1/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/27/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/1988
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/13/2002
General Securities Principal Examination

Current Firm

LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS

CRD#: 286001 / SEC#: 801-112351

RIA
Registered Investment Advisory firm - (1/19/2018 Approved)
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Contact information

Main Address
411 30th Street 2nd Floor, Oakland, CA 94609
Mailing Address
Phone number
(510) 658-1880
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LWM FORM ADV PART 2A (12/2/2025)

Regulatory assets under management

Total Number of Accounts3,896
AUM (Assets Under Management)$ 1,469,902,558

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LIBERTY WEALTH MANAGEMENT, LLC

CRD#: 286001Oakland, CA 94609

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