Our Founder, corporate history, and where we are today – Sidney W. Azriliant created and incorporated Liberty Associates, Inc. (“Liberty”) in the State of New York on February 28, 1984. Our founder was an intelligent, inspirational, and kind-hearted leader. Mr. Azriliant was a successful attorney, CPA, financial services professional, and entrepreneur. He truly valued people. Nothing was more important to him than having meaningful relationships with his family, friends, clients, and business colleagues. He always had a smile on his face and a kind word to offer. His colleagues referred to him as Mr. A.
In 1984, Mr. Azriliant endeavored to create with Liberty Associates a financial services company that was Client focused and built on the highest ethical standards. In Liberty, he instilled his personal brand of conducting business the old-fashioned way – people first with quality service. He held his employees to this same high standard while offering a true business home for the people who worked at the firm. These are some of the reasons he chose the name Liberty which is meant to represent financial liberty, business liberty, and personal liberty.
Mr. Azriliant organized the firm as a C-type corporation and registered with the Securities and Exchange Commission (SEC) as a Broker-Dealer (SEC# 8-31505). The Broker-Dealer (CRD# 15071) has been a member of the Financial Industry Regulatory Authority, Inc. (FINRA) and previously a member of the predecessor regulator, the National Association of Securities Dealer (NASD) since August 22, 1984. Liberty is also a member of the Municipal Securities Rule Making Board (MSRB ID#87501) and the Securities Investors Protection Corporation (SIPC).
Mr. Azriliant created the platform so that it could offer and provide limited, specialized financial services and products specifically tailored to meet the financial needs of the firm’s unique and closely-held clientele. For its 35+ year history, Liberty has successfully operated within a family-office structure. Liberty successfully fulfilled this founding mission, which was to strictly operate as a specialized Broker-Dealer that offered a focused, limited menu of services and products that fit into a particular client’s overall financial picture. Within this specialized and focused framework, Liberty Associates serviced and managed clients’ assets on a nationwide basis.
Several years ago, Mr. Azriliant, began expanding Liberty to create a more modern platform and to incorporate financial technology systems and expanded business-line offerings. After he passed in 2017, the management team continued this mandate, whereby Liberty is now positioned to provide a more complete array of products and services in today’s ever-changing marketplace. In doing so, we now operate under our expanded mandate, offer a hybrid business model capable of capitalizing on both the latest technology while also providing our old fashion relationships based family office platform.
Today, as a FINRA member Broker-Dealer, Liberty is fully bonded in the State of New York and is a member of the Securities Investor Protection Corporation (SIPC), carrying SIPC Insurance for the benefit of all the Firm’s investors. Liberty is also a Member of the Municipal Securities Rulemaking Board (MSRB) and it incorporates Treasury and other US government bonds, Municipal, Agency, and Corporate, Mortgage-Backed debt, and Foreign Debt instruments in its clients’ portfolios. Liberty is further positioned to expand its business offerings nationally and internationally through its prestigious, international banking relationship with its Prime Broker-Dealer, RBC Clearing and Custodial Services, US.
RBC US is the US-based division of Royal Bank of Canada (symbol RBC).
Liberty has always maintained a corporate vision whereby it places the clients’ needs first while operating with a high-quality methodology which enables the firm to provide our very best performance on a consistent basis. This relentless pursuit of quality performance, hard work, dedication, and loyalty allows us to fulfill Mr. Azriliant’s vision and uphold his very standards up until this very day.
Liberty’s modern broker-dealer hybrid business model with its expanded business lines, broader offerings, coupled with our international banking relationships has emerged us into today’s changing financial services industry needs to help us better serve both existing and future clientele. With the expanded Liberty platform, steadfast leadership, and our strictly sourced offerings, we are better positioned today than ever before to provide our Clientele the services they are seeking. Liberty supports the financial needs of individuals, small businesses, charities, not-for-profit foundations, pension funds including 401(K), defined benefit plans, SEP IRA plans for Corporate and Institutional Clients, hedge funds, and many other client types.
Liberty is in an exciting new phase. We invite you to join us and take advantage of all we have to offer. We look forward to hearing from you soon.
Call Us or Email US to schedule an appointment and learn more about our Liberty Platform today!
