William LibertiCRD Number: 1731862
Current Firm: Wealth Effects
William Liberti (CRD# 1731862) is an Investment Advisor Representative working at Wealth Effects in Boston, MA and has over 34 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Wealth Effects LLC||Boston, MA||Jul 2021 - Current||1|
|Coburn & Meredith Inc.||Boston, MA||Jan 2006 - Jul 2021||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1987|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management330MILLIONS
Total Number of Accounts793ACCOUNTS
Average Account Value$416,141
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, MD, ME, NH, NJ, NY, RI, TX, VA
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