LIBERTY WEALTH ADVISORS, LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 107774). Regulatory assets under management: $1.8B.
| Name | Role | Location |
|---|---|---|
| FERRI RICHARD ALAN | CEO, CHIEF COMPLIANCE OFFICER, DIRECTOR OF RESEACH; CEO, DIRECTOR OF RESEACH; CEO & DIRECTOR OF RESEARCH (+6 more) | — |
| SALASKE SCOTT C | CFO, COO, CLO; PRESIDENT, CFO, COO, CLO; PRESIDENT & CHIEF COMPLIANCE OFFICER (+3 more) | — |
| WATSON WILLIAM ROBERT | CHIEF INVESTMENT OFFICER | — |
| GLADNEY JAMES SCOTT | CHAIRMAN AND CHIEF EXECUTIVE OFFICER; CHAIRMAN AND MANAGING PARTNER; TRUSTEE | — |
| BERGMANN JOHN R | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/OPERATING OFFICER | — |
| BERGMANN JOHN ROBERT | CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER; CHIEF FINANCIAL OFFICER/OPERATING OFFICER; PRESIDENT (+1 more) | — |
| Affatato Florence Anne | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | — |
| SALASKE SCOTT CHRISTOPHER | PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER | — |
| BENNYHOFF DONALD GEORGE | CHIEF INVESTMENT OFFICER; INVESTMENT COMMITTEE CHAIRMAN AND DIRECTOR OF INVESTOR EDUCATION | — |