Liberty Associates, Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
15071
Registered since
April 4, 1984

Firm profile

FINTRX

Overview

Liberty Associates, Inc. is organized as a corporation and appears on the SEC register dating back to 1984. Ownership is held by an individual rather than an institutional parent. Public filings and the provided dataset contain minimal detail about the firm’s business model: there is no stated client segmentation, fee schedule, or explicit list of advisory activities. Available fields flag the adviser as not serving multi-state mandates, not operating as a capital allocator, not positioning as an ESG investor, not acting as a pension consultant, and not identified as a related adviser to another firm. The lack of published disclosures on investment process, target clients, or product lineup suggests Liberty Associates either operates at a very small scale or does not actively disclose typical RIA profile information.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Allison Lindh

    Principal & Chief Operating OfficerCRD 6309401

Contacts

2 of 2
  • Melissa Keller

    ConsultantCRD 5313644

  • Evan Bret Azriliant

    CRD 6893576

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
501 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth