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Claire D. Hollander
LIBERTY WEALTH MANAGEMENT
Oakland, CA 94609
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CRD#: 7327059
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Professional summary
Claire Danielle Hollander, who also goes by Claire D Hollander, Claire Hollander, is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in Oakland, California.
Claire is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Claire has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Claire D Hollander | Claire 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 of outside business or organization: Lifetime Marketing & Planning, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance Agent, CA Ins. Lic. #4069870 Description of outside business or organization: Investment-related, insurance sales, and services. Description of duties or responsibilities: Producer/agent soliciting, offering, and selling long-term care insurance, fixed annuities, fixed index annuities, and whole and universal life insurance. Ms. Hollander will receive separate, yet customary, commission compensation resulting from the purchase and sales of these products from the firm she is appointed and with whom she may become appointed in the future. She will also receive other compensation, including bonuses and trail commissions from the products. Start date: 10/2020 Hours devoted to OBA monthly: < 5 during trading hrs. / < 5 during non-trading hrs. Name of outside business or organization: The Clear Cut Podcast Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Host Description of outside business or organization: Investment-related and lifestyle podcast. Description of duties or responsibilities: Hosting podcast. Start date: 05/2024 Hours devoted to OBA monthly: 0 during trading hours/ 8 during non-trading hours. Clients are in no way required to utilize any Advisor Representative of LWM regarding such individual's activities outside of the firm.
CRS (Client Relationship Summary) - RIA
Click below to view Claire Danielle 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
April 16, 2022 - Present
LIBERTY WEALTH MANAGEMENT, LLC
Office #1: 411 30th Street 2nd Floor, Oakland, CA 94609Office #2: 485 Magnolia Ave, Larkspur, CA 94939RIA
CRD#: 286001
Oakland, CA
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(4/16/2022)
IAR
Texas(4/20/2023)
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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Company Information
LIBERTY WEALTH MANAGEMENT, LLC
CRD#: 286001Oakland, CA 94609TRUST BUT VERIFY
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