DH
David J. Hollander
LIBERTY WEALTH MANAGEMENT
Oakland, CA 94609
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CRD#: 2493724
DH
Professional summary
David James Hollander, who also goes by David J Hollander, is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in Oakland, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David J Hollander
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.
Name: The Agency. Address: 331 Foothill Rd #100 Beverly Hills, CA 90210. Title: Referral agent. Description: Investment related - real estate brokerage services. Duties: Referral agent only. Start date: 01.2025. Monthly hours: 0 trading hrs / 4 non-trading hrs Name: Julia Morgan School. Address: 5000 MacArthur Blvd, Oakland, CA. Title: Finance Committee Member. Description: Non-investment-related. Private nonprofit school. Duties: Non-compensated; board and committee participation. Start Date: 01/2016. Monthly Hours: 0 trading / 1 non-trading The below OBAs have the same address: 411 30th St. #200,Oakland, CA 94609: Lifetime Planning Marketing, Inc.; Hollander & Hollander, PC; Liberty Group Holdings, Inc.; Liberty Tax Planners, LLC; Liberty Alternative Asset Mgmt, LLC; Liberty Realty Mgmt Co., LLC; PYA Sports Mgmt, LLC; Turn 2 Drivers Club; Summit Auto, LLC; Protect Your Assets Radio Show & Podcast; Trustee Engagements. Descriptions & Roles: Name: Lifetime Planning Marketing, Inc. - Investment-related. Insurance field marketing org. Title: Owner & President. Duties: Mgmt & supervision. Start: 02/2006. Hours: 1 trading / 0 non-trading. Name: Hollander & Hollander, PC - Non-investment-related law firm. Legal services incl. estate planning, litigation, elder law, tax planning. Title: Owner, Attorney & Managing Partner. Duties: Mgmt, supervision, legal/trustee services. Start: 06/2008. Hours: 2 trading / 18 non-trading. Name: Liberty Group Holdings, Inc. - Investment-related. Holding company for affiliated entities under Liberty Group brand. Title: Co-Owner & President. Duties: Strategic oversight. Start: 12/2021. Hours: 0 trading / 1 non-trading quarterly. Name: Liberty Tax Planners, LLC - Investment-related. Tax preparation firm. Title: Owner. Duties: Mgmt. Start: 10/2021. Hours: 0 trading / 3 non-trading. Name: Liberty Alternative Asset Mgmt, LLC - Investment-related. Formed for investment in a private placement vehicle. Title: Owner & Managing Member. Duties: Mgmt. Start: 04/2021. Hours: 3 trading / 3 non-trading. Name: Liberty Realty Mgmt Co., LLC - Investment-related. Real estate sales, leasing, tenant relations. Title: Owner. Duties: Mgmt. Start: 09/2024. Hours: 0 trading / 4 non-trading. Name: PYA Sports Mgmt, LLC - Investment-related. Property mgmt firm. Title: Owner. Duties: Tenant relations. Start: 05/2014. Hours: 0 trading / 1 non-trading. Name: Turn 2 Drivers Club - Non-investment-related. Private racecar club. Title: Owner, Board Member & Council. Duties: Board participation. Start: 01/2021. Hours: 1 trading / 4 non-trading. Name: Summit Auto, LLC - Non-investment-related. Auto wholesaler. Title: Owner/Member. Duties: Mgmt. Start: 01/2018. Hours: 0 trading / 0.5 non-trading. Name: Protect Your Assets Radio Show & Podcast - Investment-related. Legal and financial radio show/podcast. Title: Host. Duties: Host weekly segments. Start: 09/2009. Hours: 8 trading / 8 non-trading. Name: Trustee Engagements - Investment-related. Trustee for family/unrelated trusts managed by LWM. Not adviser to accounts; potential conflicts mitigated via oversight and role separation. Title: Appointed Trustee. Start: 06/2004. Hours: 0 trading / 6 non-trading.
CRS (Client Relationship Summary) - RIA
Click below to view David James Hollander's 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®
NoneExperience
Current
May 22, 2018 - Present
LIBERTY WEALTH MANAGEMENT, LLC
Office #1: 411 30th Street 2nd Floor, Oakland, CA 94609RIA
CRD#: 286001
Oakland, CA
Past
August 25, 2011 - January 9, 2013
WILDWOOD ASSET MANAGEMENT LLC
RIA
CRD#: 153601
OAKLAND, CA
Past
October 22, 2008 - October 10, 2018
LIBERTY GROUP, LLC
RIA
CRD#: 106036
MOUNTAIN VIEW, CA
Past
October 9, 2003 - May 30, 2008
LIBERTY GROUP, LLC
RIA
CRD#: 114110
OAKLAND, CA
Past
May 1, 2001 - December 5, 2018
LIBERTY GROUP, LLC
BD
CRD#: 106036
MOUNTAIN VIEW, CA
Past
February 5, 1999 - August 7, 2001
KW SECURITIES CORPORATION
BD
CRD#: 8237
SMITHTOWN, NY
Past
September 12, 1997 - January 21, 1999
ROUND HILL SECURITIES, INC.
BD
CRD#: 35223
ALAMO, CA
Past
July 19, 1995 - September 24, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
July 14, 1994 - July 21, 1995
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
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(5/22/2018)
IAR
Texas(5/18/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
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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 (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,896 |
| AUM (Assets Under Management) | $ 1,469,902,558 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LIBERTY WEALTH MANAGEMENT, LLC
CRD#: 286001Oakland, CA 94609TRUST BUT VERIFY
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