Unclaimed Profile

Ronald Stanley Latin

LIBERTY WEALTH MANAGEMENT, LLC·SANTA ANA, California

SIE, Series 7, Series 24, Series 53, Series 63, Series 65CFP28 years registeredLIBERTY WEALTH MANAGEMENT, LLC

1811 EAST GARRY AVENUE, SANTA ANA, CA 92705CRD# 1151848Firm CRD# 147860

Profile Verification

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

Identity

Ronald Stanley Latin · SANTA ANA, CA

Registration

CRD #1151848 · LIBERTY WEALTH MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

LIBERTY WEALTH MANAGEMENT, LLC

Jan 2022 – present

LIBERTY WEALTH MANAGEMENT, LLC

Nov 2008 – Dec 2014

SANTA ANA, CA

ROYAL ALLIANCE ASSOCIATES, INC.

Jan 2006 – May 2022

SANTA ANA, CA

LIBERTY CAPITAL MANAGEMENT, INC.

Nov 1997 – Jul 2009

SANTA ANA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · November 17, 1997

Years registered · 28

Professional designation · CFP

Disclosure History

2009Customer Dispute·Closed-No Action

1 disclosure event 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 147860 · SEC 801-69691

AUM

$45M

Regulatory assets under management

Employees

67 client accounts

Services offered by LIBERTY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 Ronald Stanley Latin offer?

Ronald Stanley Latin specializes in Financial Planning, Investment Management. Contact their office in SANTA ANA, California for a consultation.

What are Ronald Stanley Latin's credentials?

Ronald Stanley Latin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ronald Stanley Latin located?

Ronald Stanley Latin is based in SANTA ANA, California, working with LIBERTY WEALTH MANAGEMENT, LLC. Their office serves clients in the SANTA ANA metropolitan area and surrounding communities.

How does Ronald Stanley Latin charge for services?

Ronald Stanley Latin's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. 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 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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