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- Custodian
- Charles Schwab & Company ยท FNZ Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2015
- Office Locations
- 2
Office Locations
About Moody, Lynn, Lieberson & Walker, LLC
Moody, Lynn, Lieberson & Walker is a Boston-based investment manager serving retail and institutional clients. The firm builds personalized portfolios using individual securities, focusing on long-term organic growers trading below intrinsic value. Advisors also provide wealth counseling across financial, tax, estate/legacy and retirement planning, plus insurance review, education planning and philanthropy. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
ROBERT ALAN LIEBERSON
Director, Managing Member
- CRD
- #2545880
- Ownership
- 25% but less than 50%
MARTIN WORTHINGTON LYNN
Principal
- CRD
- #847053
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Nicholas James Fitzgerald
Certified Financial Planner
- CRD
- #7238909
JUDITH LYNN ROWLAND
Director
- CRD
- #4522925
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,410,564,401 | $2,282,731 |
| Non-Discretionary | $0 | -- |
| Total | $2,410,564,401 | $2,282,731 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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