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CRD#: 10030
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FIRM PROFILE
Assets Under Management:No Information
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Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for ROTHSCHILD LIEBERMAN LLC Comes From
Understanding the Statistics for ROTHSCHILD LIEBERMAN LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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Firm Disclosures
Regulatory Event
2
FIRM INFORMATION
Established
New York since 10/31/2012
Firm Type
Limited Liability Company
Fiscal year end
October
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at ROTHSCHILD LIEBERMAN LLC
Kevin Joseph Ruth
PR
CRD#: 2481344
Location:
St. Petersburg, FL 33716
Company:
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures:
Experience:
31 years
Lee Craig Oleinick
IAR
RR
CRD#: 2406916
Location:
Boca Raton, FL
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
32 years
RA
Robert Armendariz III
IAR
RR
CRD#: 6643582
Location:
San Antonio, TX 78230
Company:
EAGLE STRATEGIES LLC
Disclosures:
Experience:
8 years
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