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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam McNulty is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA. Adam has over 30 years of experience in the financial industry, specializing in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Adam also provides advisory services for individuals and families, including retirement planning, college savings, and estate planning. Adam holds a Series 7, 24, 63, and 65 licenses and is a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Third-party management program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Third-party management program
1
2
CA
05/18/2018 - Present
Liberty Wealth Management, LLC (OAKLAND CA)
CA
08/09/2004 - 09/09/2020
LIBERTY GROUP, LLC (OAKLAND CA)
FL
08/09/2000 - 07/07/2004
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
NY
07/10/1995 - 08/16/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/10/1989 - 07/27/1995
LEHMAN BROTHERS INC.
NY
09/02/1988 - 07/27/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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