Unclaimed Profile

Scott Brown

LIBERTY WEALTH MANAGEMENT, LLC·OAKLAND, California

SIE, Series 27, Series 99TOClean recordLIBERTY WEALTH MANAGEMENT, LLC

411 30TH ST, OAKLAND, CA 94609CRD# 6694802Firm CRD# 106036

Profile Verification

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

Identity

Scott Brown · OAKLAND, CA

Registration

CRD #6694802 · LIBERTY WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 27

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 Scott Brown offer?

Scott Brown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKLAND, California for a consultation.

What are Scott Brown's credentials?

Scott Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Brown located?

Scott Brown 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 Scott Brown charge for services?

Scott Brown'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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