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FIRM PROFILE
Overview
LIBERTY ASSOCIATES, INC. is located at 501 Fifth Avenue, 15th Floor, New York, NY 10017 and was first established at New York, New York in 02/28/1984. After operating for 42 years, LIBERTY ASSOCIATES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LIBERTY ASSOCIATES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. LIBERTY ASSOCIATES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LIBERTY ASSOCIATES, INC. are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LIBERTY ASSOCIATES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LIBERTY ASSOCIATES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for LIBERTY ASSOCIATES, INC. Comes From
Understanding the Statistics for LIBERTY ASSOCIATES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
501 Fifth Avenue 15th Floor, New York, NY, 10017
501 Fifth Aveue 15th Floor, New York, NY, 10017
Small
(212) 869-8224
New York since 02/28/1984
Corporation
January
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at LIBERTY ASSOCIATES, INC.
Allison Marie Lindh
Melissa Jane Keller
Amal Page
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