Claire Danielle Hollander
Investment adviser representative at Liberty Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$1.7BFirm assets
8 yearsFirm 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 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.
- Liberty Wealth Management, LLCSep 2020 to now
- Liberty Group, LLCFeb 2020 to Sep 2020
- Regal Wine CompanyJun 2019 to Jan 2020
- Office of Oakland MayorAug 2018 to Dec 2018
- Law Offices of Frances PrizziaMar 2018 to Jun 2018
- Council for Court ExcellenceJan 2018 to Apr 2018
- Law Offices of Hollander & HollanderMay 2017 to Aug 2017
- University of California BerkeleyJul 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7327059
- Firm CRD
- 286001