Unclaimed Profile

David James Hollander

LIBERTY WEALTH MANAGEMENT, LLC·OAKLAND, California

SIE, Series 7, Series 24, Series 53, Series 63, Series 6522 years registeredLIBERTY WEALTH MANAGEMENT, LLC

411 30TH STREET, OAKLAND, CA 94609CRD# 2493724Firm CRD# 286001

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David James Hollander · OAKLAND, CA

Registration

CRD #2493724 · LIBERTY WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

LIBERTY WEALTH MANAGEMENT, LLC

May 2018 – present

WILDWOOD ASSET MANAGEMENT LLC

Aug 2011 – Jan 2013

OAKLAND, CA

LIBERTY WEALTH MANAGEMENT, LLC

Oct 2008 – Oct 2018

MOUNTAIN VIEW, CA

LIBERTY GROUP, LLC

Oct 2003 – May 2008

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · October 9, 2003

Years registered · 22

Disclosure History

2016Customer Dispute·Settled

2009Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LIBERTY WEALTH MANAGEMENT, LLC

CRD 286001 · SEC 801-112351

AUM

$1.2B

Regulatory assets under management

Employees

3,414 client accounts

Services offered by LIBERTY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LIBERTY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David James Hollander offer?

David James Hollander specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKLAND, California for a consultation.

What are David James Hollander's credentials?

David James Hollander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David James Hollander located?

David James Hollander is based in OAKLAND, California, working with LIBERTY WEALTH MANAGEMENT, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.

How does David James Hollander charge for services?

David James Hollander's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: third-party management program. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIBERTY WEALTH MANAGEMENT, LLC?

LIBERTY WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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