Charles James Noti
Investment adviser representative at Liberty Asset Management
34 yearsExperience
1 stateRegistered in
$141MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Liberty Asset ManagementJun 2010 to now
- Comprehensive Asset Management & Servicing, Inc.Feb 2010 to now
- Liberty Weatlh ManagementFeb 2010 to now
- A-town ,inc.Feb 1992 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Liberty Asset Management
Legal name: Liberty Asset Management, LLC
$141MAssets managed
331Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4332968
- Firm CRD
- 142094