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Stanislav Godsky

Investment adviser representative at Liberty Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm assets

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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 feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Ae Financial Services, LLCAug 2020 to now
  2. Liberty Wealth Management, LLCMay 2018 to now
  3. Lifetime Planning Marketing, Inc,Sep 2015 to now
  4. Liberty Group, LLCDec 2015 to Sep 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Liberty Wealth Management, LLC

$1.7BAssets managed
1,554Clients
23Advisers
8 yearsIn 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
6561579
Firm CRD
286001
Advisor's SEC record (opens in a new tab)
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