EL
Evan J. Liberman
WISE MONEY ISRAEL LLC
Binyamina, 3057319
Some features on this profile are disabled
CRD#: 7147185
EL
Professional summary
Evan Jay Liberman is a registered financial advisor currently at WISE MONEY ISRAEL LLC .
Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Evan has worked at 2 firms and has passed the Series 65 exam.
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.
Wise Money Israel Ltd., Chief Executive Officer. Investment-Related. Start date = 07/2017. Evan Liberman provides investment management and similar services through Wise Money Israel Ltd where he currently spends all of his time working. However, he anticipates that he will eventually split his time between Wise Money Israel Ltd and Wise Money Israel LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Evan Jay Liberman'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
October 11, 2023 - Present
WISE MONEY ISRAEL LLC
Office #1: Hamelacha 6, Binyamina 3057319RIA
CRD#: 321874
Binyamina,
Current
August 25, 2025 - Present
Office #1: 6 Hamelacha Street, Binyamina 3057319
BINYAMINA,
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
Florida(10/11/2023)
IAR
Texas(6/20/2024)
Current Firm
WM
WISE MONEY ISRAEL LLC
WISE MONEY ISRAEL LLC
CRD#: 321874 / SEC#: 801-125924
RIA
Registered Investment Advisory firm - (2/7/2023 Terminated)Florida
Registered Investment Advisory firm - (10/11/2023 Approved)Texas
Registered Investment Advisory firm - (6/6/2024 Conditional Restricted)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
St. Augustine, FL
Mailing Address
Phone number
(929) 309-0006
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 3,849,646 |
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.
