Dante Liberti, financial advisor Fairfield NJ
96 score

Dante Liberti

CRD Number: 1292567
Current Firm: Wells Fargo Advisors, LLC

Dante Liberti (CRD# 1292567) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fairfield, NJ and has over 8 years of experience in the finance industry. Dante Liberti 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
Wells Fargo Advisors, LLC Fairfield, NJ Jun 2016 - Current < 1
National Life Insurance Company Montpelier, VT Apr 2013 - Jun 2016 3
Everbank Iselin, NJ Feb 2009 - Jun 2016 7
Securities America Advisors, Inc. Fairfild, NJ Sep 2008 - Jun 2016 7
Securities America, Inc. Iselin, NJ Jul 2008 - Jun 2016 7
Dynasty Advisors LLC Iselin, NJ Jan 2007 - Jun 2016 9
Multi-financial Securities Corporation Denver, CO Jan 2007 - Sep 2008 1
Walnut Street Securities New York, NY Sep 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
Contact Info for Dante P. Liberti
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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