Stanley Allen Diliberto

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/1980 → Present
  Stan Diliberto, Cpa, Cfp, Inc.
  Seal Beach, CA
• 06/1997 → Present
  Lpl Financial, Llc
  Seal Beach, CA

Other Businesses

(1) 06/10/1997: NO BUSINESS NAME - CPA/BOOKKEEPER/TAX PREPARER - NO TIME SPENT - CPA (2) 01/01/2002: STAN DILIBERTO, CPA, CFP, INC. - CPA/BOOKKEEPER/TAX PREPARER - TAX, ACCOUNTING & BOOKKEEPING& SECURITIES (3) 05/26/2015: NO BUSINESS NAME - INV REL - 9555 ORIZABA AVENUE, DOWNEY, CA 90240 - REAL ESTATE RENTAL - START 11/01/2013 - 1 HR/MO; NONE DURING SECS TRDG HRS - PROPERTY OWNER (4) 08/03/2016: Stan DiLiberto, CPA, CFP, Inc. - DBA for LPL Business (entity for LPL business) - Stan DiLiberto, CPA, CFP, Inc. - INV REL - 12501 Seal Beach Blvd. #200, Seal Beach, CA 90740 - Started 12/01/1980 - 80 Hr/Mo; 3 Hours During Securities Trading - Stan DiLiberto, CPA, CFP, Inc. is an approved LPL outside DBA, but I did not see this approved DBA name on my list an approved DBA name so I am listing it here. In addition to LPL business we do tax returns and very limited small business accounting for both individual, Corporate and Partnership clients. (5) 11/19/2021 - No Business Name - Investment Related - 12501 Seal Beach Blvd. #200, Seal Beach, CA 90740 - Real Estate Rental - Started 11/24/2021 - 0 Hours Per Month. 6) 01/31/2025 - Stan DiLiberto, CPA, CFP Inc. - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:02/27/2025 - 10 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  1999-07-13

Other Names

• Stan Allen Diliberto