Guilian Dileonardo

Employer firm

Liberty One Wealth Advisors CRD 315675

$178M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 07/2017 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 08/2013 → 05/2017
  University Of Miami
  Coral Gables, FL
• 05/2017 → 07/2017
  Vector Marketing
  Gibbsboro, NJ
• 09/2017 → 09/2021
  Bank Of America, N.A.
  Philadelphia, PA
• 09/2021 → Present
  Liberty One Wealth Advisors
  Philadelphia, PA

Previous Registrations

• 2017-10-12 → 2021-09-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA

Other Businesses

Liberty One Private Risk, 2001 Market St, STE 2500, Philadelphia, PA 19103. Managing Director. Insurance agency tasked with providing insurance solutions to its clients. 5 hours per month spent on this activity. Start 2/2024.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-11

Designations

• Certified Financial Planner