Unclaimed Profile

Dennis Michael Azary

LIBERTY WEALTH MANAGEMENT, LLC·OAKLAND, California

SIE, Series 7, Series 8, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 79TO, Series 82TO, Series 99TOClean record18 years registeredLIBERTY WEALTH MANAGEMENT, LLC

411 30TH ST, OAKLAND, CA 94609CRD# 2384263Firm CRD# 106036

Profile Verification

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

Identity

Dennis Michael Azary · OAKLAND, CA

Registration

CRD #2384263 · LIBERTY WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LIBERTY WEALTH MANAGEMENT, LLC

BPM ADVISORS, INC.

Jan 2015 – Sep 2015

SAN FRANCISCO, CA

BPM ADVISORS, INC.

Jul 2012 – Dec 2014

SAN FRANCISCO, CA

W.R. HAMBRECHT + CO., LLC

Jan 2008 – Sep 2010

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 27

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 79TO

Series 82TO

Series 99TO

Registration record

First registered · January 3, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIBERTY WEALTH MANAGEMENT, LLC

CRD 106036 · SEC 801-64934

AUM

$357M

Regulatory assets under management

Employees

94 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

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 Dennis Michael Azary offer?

Dennis Michael Azary specializes in Financial Planning, Investment Management, Wealth Management.

What are Dennis Michael Azary's credentials?

Dennis Michael Azary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis Michael Azary located?

Dennis Michael Azary is based in OAKLAND, California, last registered with LIBERTY WEALTH MANAGEMENT, LLC.

How does Dennis Michael Azary charge for services?

Dennis Michael Azary's firm is compensated through percentage of aum, hourly charges. 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 23 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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