Marc John Libero

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → 05/2021
  New England Capital Financial Advisors Llc
  Meriden, CT
• 01/2013 → 05/2021
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2021 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 11/2013 → 10/2021
  Shades Of Blue Villa
  Fernandina Beach, FL
• 03/1998 → Present
  Marc J Libero
  New Haven, CT
• 05/2021 → Present
  Elm City Wealth Management
  Fernandina Beach, FL
• 10/2023 → Present
  Marc Libero
  North Haven, CT

Previous Registrations

• 1998-04-28 → 2021-05-05
  New England Capital Financial Advisors Llc
  Wallingford, CT
  Fernandina Beach, FL
  Cheshire, CT
  New Haven, CT
  Cheshire, CT

Other Businesses

1.) MARC J LIBERO - AGENT - NON-VARIABLE INSURANCE - NEW HAVEN, CT - SINCE 03/1998 - INVESTMENT RELATED 2.) ELM CITY WEALTH MANAGEMENT - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - FERNANDINA BEACH, FL - SINCE 05/2021 - INVESTMENT RELATED 3.) MARC LIBERO - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - NORTH HAVEN, CT - SINCE 10/2023 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-02
• S63 Uniform Securities Agent State Law Examination
  1995-09-05