First Liberties Financial
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 14432
- Registered since
- December 21, 1983
Firm profile
FINTRXOverview
First Liberties Financial is a corporate entity that has been SEC-registered since 1983 and is classified in the source data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is identified as not being a capital allocator, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. Publicly supplied fields for client types, fee arrangements, and detailed advisory activities are not populated in the available record.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Edward Gallagher
Owner & CEOCRD 1390625
Steven Shaffer
Chief Compliance OfficerCRD 1027259
Hilary Bergman
Chief Executive OfficerCRD 1834738
Contacts
3 of 26
Andrew Friedwald
Executive DirectorCRD 1354237
Satyajit SiddharthKumar
Managing DirectorCRD 7504852
Charles Visconsi
Registered RepresentativeCRD 2821361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 2915 N Boulevard
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
J.W. Cole Financial, Inc.
Broker-DealerTampa, FL
Calton & Associates, Inc.
Broker-DealerTampa, FL
Hyde Park Capital Advisors, LLC
Broker-DealerTampa, FL
Trinity Wealth Securities, L.L.C.
Broker-DealerTampa, FL
LCG Capital Advisors, LLC
Broker-DealerTampa, FL
Crosstree Capital Securities, LLC
Broker-DealerTampa, FL