Dante Peter Liberti

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Fairfield, NJ
• 11/2016 → 05/2022
  Wells Fargo Clearing Services, Llc
  Fairfield, NJ
• 05/2022 → Present
  Ameriprise Financial Services, Llc
  Saddle Brook, NJ

Previous Registrations

• 2016-06-20 → 2022-06-07
  Wells Fargo Clearing Services, Llc
  Fairfield, NJ
• 2008-09-22 → 2016-06-21
  Securities America Advisors, Inc.
  Wayne, NJ
  Iselin, NJ
  Fairfield, NJ
• 2007-01-25 → 2008-08-11
  Cetera Advisors Llc
  Farfield, NJ
  Iselin, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-05-19

Designations

• Certified Financial Planner