Robert
Lieberson
Moody, Lynn, Lieberson & Walker, LLC
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About this Advisor
Robert Lieberson is a chartered financial analyst working out of Boston, Massachusetts with a total of 7 years of relevant experience. Lieberson currently works for Moody, Lynn, Lieberson & Walker, LLC. They have been employed by Moody, Lynn, Lieberson & Walker, Llc for all of their career. Lieberson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Maine, Massachusetts and Texas. Moody, Lynn, Lieberson & Walker, LLC is a financial advisory business based out of Boston, MA. It has a total of 12 employees. It administers $2 billion in assets under management among its 950 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 32 charities and foundations. Moody, Lynn, Lieberson & Walker, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fee types charged by Moody, Lynn, Lieberson & Walker, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moody, Lynn, Lieberson & Walker, LLC Brokerage Details
$1,543,904,565
12
950
$1,625,163
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Robert Lieberson Work History
Robert has been registered as a financial advisor for 7 years.*
Moody, Lynn & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Lieberson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Moody, Lynn, Lieberson & Walker, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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