Guilian Dileonardo (CRD# 6340775) is an Investment Advisor Representative working at Liberty One Wealth Advisors in Philadelphia, PA and has over 6 years of experience in the finance industry. Guilian Dileonardo 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.
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2629855
Investment Management & Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Liberty One Wealth Advisors | Philadelphia, PA | Sep 2021 - Current | 2 |
| Bank Of America, N.a. | Philadelphia, PA | Sep 2017 - Sep 2021 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia, PA | Jul 2017 - Sep 2021 | 4 |
| Vector Marketing | Gibbsboro, NJ | May 2017 - Jul 2017 | < 1 |
| University Of Miami | Coral Gables, FL | Aug 2013 - May 2017 | 3 |
| Merrill Lynch | Philadelphia, PA | Jun 2016 - Aug 2016 | < 1 |
| Merrill Lynch | Philadelphia, PA | Jun 2015 - Aug 2015 | < 1 |
| Merrill Lynch | Philadelphia, PA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- PA
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Total Assets Under Management105MILLIONS
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Total Number of Accounts620ACCOUNTS
-
Average Account Value$168,874
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
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