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LIBERTY PRIVATE CLIENT, LLC
LIBERTY PRIVATE CLIENT, LLC
FORT MYERS, Florida
·
3 registered advisors
·
CRD# 305130
SEC# 801-119011
1
239-275-2538
01
Firm Overview
AUM
$220M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at LIBERTY PRIVATE CLIENT, LLC
3 registered advisors
Deana Marie Simcox
FORT MYERS, Florida
CRD# 7674389
Michael William Mccort
FORT MYERS, Florida
CRD# 2407523
Richard Bascom Seidel
FORT MYERS, Florida
CRD# 1232224
05
Office Locations
FORT MYERS, Florida
3 advisors
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Data sourced from SEC Form ADV filings. LIBERTY PRIVATE CLIENT, LLC (CRD# 305130) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.