AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Daniel Dean Ross

Daniel D. Ross

LIBERTY WEALTH MANAGEMENT
Sacramento, CA 95818
Some features on this profile are disabled
CRD#: 3130209
Daniel Dean Ross

Professional summary

Daniel Dean Ross, CFP®, who also goes by Daniel Dean Ross, is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in Sacramento, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Daniel has worked at 10 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel Dean Ross

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 Daniel Dean Ross'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: 2010

Experience

Current

May 17, 2018 - Present

LIBERTY WEALTH MANAGEMENT, LLC

Office #1: 2009 V Street Suite 203, Sacramento, CA 95818
RIA
CRD#: 286001
Sacramento, CA
Past

August 6, 2020 - September 16, 2024

AE FINANCIAL SERVICES, LLC

BD
CRD#: 298608
Sacramento, CA
Past

June 18, 2008 - October 10, 2018

LIBERTY GROUP, LLC

RIA
CRD#: 106036
ROSEVILLE, CA
Past

June 18, 2008 - September 9, 2020

LIBERTY GROUP, LLC

BD
CRD#: 106036
ROSEVILLE, CA
Past

July 20, 2007 - June 13, 2008

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
GOLD RIVER, CA
Past

July 20, 2007 - June 13, 2008

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
GOLD RIVER, CA
Past

June 1, 2005 - July 31, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
GOLD RIVER, CA
Past

December 2, 2003 - June 1, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

January 30, 2003 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

BD
CRD#: 24049
NEW YORK, NY
Past

January 19, 2000 - January 28, 2003

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
GOLD RIVER, CA
Past

January 12, 1999 - January 14, 2003

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

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
(5/17/2018)
IAR
Texas
(5/18/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/3/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/22/1998
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: 9/8/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/6/1999
Investment Company Products/Variable Contracts Representative 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 286001Sacramento, CA 95818

TRUST BUT VERIFY

Monitor Daniel Ross

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jesus Martinez Zepeda
Jesus ZepedaAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
SACRAMENTO, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.