Liberty Partners Financial Services, LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 130390
- Registered since
- June 23, 2026
- Website
- libertypfs.com
Firm profile
FINTRXOverview
Liberty Partners Financial Services, LLC is organized as a limited liability company and is listed as having registered with the SEC in 2026. Ownership is indicated as a combination of a domestic entity and an individual. The firm’s regulatory snapshot classifies it as unclassified and does not flag it as a capital allocator, pension consultant, related adviser, or an active ESG investor. The snapshot does not provide detail on the firm’s advisory activities, fee structure, or target client segments. The record also indicates the firm is not designated as a multi-state adviser, though office-location information (below) shows a presence in multiple states.
Assets & Accounts
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
2 of 2
Cassandra Woodward
Chief Operating OfficerCRD 2956369

Bradley Atkins
CEOCRD 2963790
Contacts
1 of 1
Daniel Shanahan
Managing PartnerCRD 3277912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Capital Investment Brokerage, Inc.
Broker-DealerRaleigh, NC
South Atlantic Enterprises, Inc.
Broker-DealerRaleigh, NC
Modern Capital Securities Inc.
Broker-DealerRaleigh, NC
Hatteras Capital Distributors, LLC
Broker-DealerRaleigh, NC
First Citizens Investor Services, Inc.
Broker-DealerRaleigh, NC
Fortress Private Ledger, LLC
Broker-DealerRaleigh, NC