Anthony Diliberto, financial advisor Newport Beach CA

Anthony Diliberto

CRD Number: 1838051
Current Firm: Noble Wealth Management, Inc.

Anthony Diliberto (CRD# 1838051) is an Investment Advisor Representative working at Noble Wealth Management, Inc. in Newport Beach, CA and has over 30 years of experience in the finance industry. Anthony Diliberto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Noble Wealth Management, Inc. Aliso Viejo, CA Jul 2014 - Current 9
Fixed Fiduciary Planners Insurance Huntington Beach, CA Jun 2012 - Current 11
Ajd-cfp Huntington Beach, CA Jan 2011 - Current 13
Foothill Securities, Inc. Aliso Viejo, CA Sep 2014 - Dec 2016 2
Newport Advisory, Inc. Newport Beach, CA Dec 2011 - Jul 2014 2
Cambridge Investment Research, Inc. Fairfield, IA Oct 2009 - Jul 2014 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2009 - Jul 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Feb 1995
S66 NASAA Uniform Combined State Law Examination Feb 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anthony J. Diliberto
Phone Number: 888-272-2008
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    157
    MILLIONS
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $284,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, NE, TX

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