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Connor Jacob Ciarciello

Liberty Square Wealth Partners LLC

Bethlehem, PA

CRD 8144994

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Employer firm

Liberty Square Wealth Partners LLC CRD 332476

$568M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Liberty Square Wealth Partners Llc

1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-29
  • PA RA
    APPROVED
    Since 2025-10-29

Branch Locations

1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Liberty Square Wealth Partners Llc Bethlehem PA 06/2025 Present
Chubb Insurance Whitehouse Station NJ 06/2024 06/2025
Unemployed N/A XX 05/2024 06/2024
Chubb Insurance Philadelphia PA 05/2023 08/2023
Applebrook Golf Course Malvern PA 02/2023 05/2023
West Chester University West Chester PA 08/2022 05/2024
Ward Insurance Levittown PA 06/2022 07/2022
Student Furlong PA 08/2015 08/2020
Bucks County Community College Newtown PA 08/2020 05/2022
  • 06/2025 → Present
    Liberty Square Wealth Partners Llc
    Bethlehem, PA
  • 06/2024 → 06/2025
    Chubb Insurance
    Whitehouse Station, NJ
  • 05/2024 → 06/2024
    Unemployed
    N/A, XX
  • 05/2023 → 08/2023
    Chubb Insurance
    Philadelphia, PA
  • 02/2023 → 05/2023
    Applebrook Golf Course
    Malvern, PA
  • 08/2022 → 05/2024
    West Chester University
    West Chester, PA
  • 06/2022 → 07/2022
    Ward Insurance
    Levittown, PA
  • 08/2015 → 08/2020
    Student
    Furlong, PA
  • 08/2020 → 05/2022
    Bucks County Community College
    Newtown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-18
  • S65 Uniform Investment Adviser Law Examination
    2025-10-18

View on SEC IAPD

Nearby Firms

MCDERMOTT INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT

Nearby Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO

Nearby Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA

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