Nicholas Liberi, financial advisor Carmel IN
93 score

Nicholas Liberi

CRD Number: 2988087
Current Firm: American Funds Distributors, Inc.

Nicholas Liberi (CRD# 2988087) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Carmel, IN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
American Funds Carmel, IN Sep 2014 - Current 2
Equinox Funds` Princeton, NJ Aug 2011 - Sep 2014 3
Merrill Lynch Pennington, NJ Feb 2011 - Aug 2011 < 1
Unemployed Red Bank, NJ Aug 2010 - Jan 2011 < 1
Morgan Stanley Shrewsbury, NJ Nov 2009 - Jul 2010 < 1
Unemployed Red Oak, NJ Jan 2009 - Oct 2009 < 1
Oppenheimerfunds New York, NY Oct 2007 - Dec 2008 1
Ubs Financial Edison, NJ Nov 2006 - Sep 2007 < 1
Unemployed Redbank, NJ Jun 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Nicholas C. Liberi
Phone Number: 213-486-9200
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

CA, IN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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