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Liberty Forge LLC CRD 343208
$251M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20 Newbury Street Floor 3, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2013 | 06/2026 |
| Northwestern Mutual Investment Services, Llc | Wellesley | MA | 09/2014 | 06/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 06/2026 |
| Liberty Forge Llc | Boston | MA | 07/2026 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 50% OWNER, SUNNY STREET LLC RECEIVING WMC AND RISK COMPENSATION, LEGAL ENTITY - RECEIVING WMC AND RISK COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 10/6/2021, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, FINANCIAL PLANNING BUSINESS 3. 100% OWNER, SJDY LLC, LEGAL ENTITY, START DATE: 10/6/2021, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, FINANCIAL PLANNING BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-11 |
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