RIA Intelligence

LIBERTY PRIVATE CLIENT, LLC

CRD #305130 SEC #801-119011 FORT MYERS, FL 239-275-2538
SEC Registered
Total AUM
$246.9M
Discretionary
$246.9M
Employees
4
Clients
--
Accounts
292

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Simcox, Deana, MarieICHIEF COMPLIANCE OFFICERNA
Simcox, Deana, MarieICHIEF COMPLIANCE OFFICERNA
Simcox, Deana, MarieICHIEF COMPLIANCE OFFICERNA
Simcox, Deana, MarieICHIEF COMPLIANCE OFFICERNA
MCCORT, MICHAEL, WILLIAMIPRESIDENT/ CHIEF COMPLIANCE OFFICERD Control
MCCORT, MICHAEL, WILLIAMIPRESIDENT/ CHIEF COMPLIANCE OFFICERD Control
MCCORT, MICHAEL, WILLIAMIPRESIDENT/ CHIEF COMPLIANCE OFFICERD Control
MCCORT, MICHAEL, WILLIAMIPRESIDENT/ CHIEF COMPLIANCE OFFICERD Control
MCCORT, MICHAEL, WILLIAMIPRESIDENTD Control
MCCORT, MICHAEL, WILLIAMIPRESIDENTD Control
MCCORT, MICHAEL, WILLIAMIPRESIDENTD Control
MCCORT, MICHAEL, WILLIAMIPRESIDENTD Control
SEIDEL, RICHARD, BASCOMICHAIRPERSONC Control
SEIDEL, RICHARD, BASCOMICHAIRPERSONC Control
SEIDEL, RICHARD, BASCOMICHAIRPERSONC Control
SEIDEL, RICHARD, BASCOMICHAIRPERSONC Control
SEIDEL, RICHARD, BASCOMICHAIRPERSONC Control
SEIDEL, RICHARD, BASCOMICHAIRPERSONC Control
SEIDEL, RICHARD, BASCOMICHAIRPERSONC Control
SEIDEL, RICHARD, BASCOMICHAIRPERSONC Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (2)

FL PA

Address

5237 SUMMERLIN COMMONS BLVD
#319
FORT MYERS, FL 33907
United States
Phone: 239-275-2538