This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Stonex
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-15-2023
- Office Locations
- 4
Office Locations
About Liberty Atlantic Advisors
Liberty Atlantic Advisors is a U.S.-registered, fiduciary cross-border wealth manager serving U.S. expats, green card holders, and internationally connected families, especially those moving to or living in Europe. The firm provides holistic financial planning, investment/portfolio management, retirement and estate planning, and tax optimization across U.S. and local tax regimes. Internationally based team specializes in Italy, Spain, Portugal, France, and Malta, and has been featured in Kiplinger and the Seattle Times.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Scott Patrick Evans
Chief Investment Officer
- CRD
- #3092973
- Ownership
- 50% but less than 75%
Alexander James Ingrim
Analyst
- CRD
- #7616829
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
Unlock allContacts
David Matthew Cantor
Chief Executive Officer
- CRD
- #8139455
Ricardo Jorge Jesus
Financial Advisor
- CRD
- #7812149
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,638,158 | $421,548 |
| Non-Discretionary | $1,178,403 | $235,681 |
| Total | $185,816,561 | $419,450 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing