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LIBERTY ATLANTIC ADVISORS

FLORENCE, Italy · CRD 327738 · IAPD ↗ · (720) 655-7510

$185.8MRegulatory AUM
4Advisory reps
8Employees
1Clients
251-500Planning clients
0Private funds
6States
1Disclosures
foreignSegment
ApprovedSEC status

Filing changes

12
August 2026 — LIBERTY ATLANTIC ADVISORS notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2026 — LIBERTY ATLANTIC ADVISORS (FLORENCE, Italy) is newly SEC-registered with $185.8M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.