Unclaimed Profile

Edward Merrill Smith

LIBERTY GROUP, LLC·OAKLAND, California

SIE, Series 4, Series 7, Series 24, Series 27, Series 63, Series 99TOClean recordLIBERTY GROUP, LLC

411 30TH ST, OAKLAND, CA 94609CRD# 3143679Firm CRD# 106036

Profile Verification

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

Identity

Edward Merrill Smith · OAKLAND, CA

Registration

CRD #3143679 · LIBERTY GROUP, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 63

Series 99TO

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 Edward Merrill Smith offer?

Edward Merrill Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKLAND, California for a consultation.

What are Edward Merrill Smith's credentials?

Edward Merrill Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Merrill Smith located?

Edward Merrill Smith is based in OAKLAND, California, working with LIBERTY GROUP, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.

How does Edward Merrill Smith charge for services?

Edward Merrill Smith'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 GROUP, LLC?

LIBERTY GROUP, 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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