Liberty Partners Financial Services, LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
130390
Registered since
June 23, 2026

Firm profile

FINTRX

Overview

Liberty Partners Financial Services, LLC is organized as a limited liability company and appears in SEC records with a 2026 registration year. Ownership is listed as a combination of a domestic entity and an individual; the firm’s regulatory classification is marked as unclassified. Publicly available registry fields indicate the firm is not flagged as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser or pension consultant. The firm has provided very little detail about its business model. Key items such as client types, fee arrangements, core advisory activities and other operational affiliations are not disclosed in the available data, leaving its target market and service model unclear.

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

2 of 2
  • Cassandra Woodward

    Cassandra Woodward

    Chief Operating OfficerCRD 2956369

  • Bradley Atkins

    Bradley Atkins

    CEOCRD 2963790

Contacts

1 of 1
  • Daniel Shanahan

    Daniel Shanahan

    Managing PartnerCRD 3277912

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
7780 Brier Creek Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth