William Anthony Liberti

Current Employers

Wealth Effects

265 Franklin Street Suite 1702, Boston, MA 02110 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2021-07-16

MA RA
APPROVED

Since 2021-07-16

Branch Locations

265 Franklin Street Suite 1702, Boston, MA 02110 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Coburn & Meredith Inc	Boston	MA	01/2006	07/2021
Wealth Effects Llc	Boston	MA	07/2021	Present

01/2006 → 07/2021

Coburn & Meredith Inc

Boston, MA
07/2021 → Present

Wealth Effects Llc

Boston, MA

Previous Registrations

2007-08-29 → 2021-08-10

Coburn & Meredith, Inc.

Simsbury, CT

Boston, MA

Boston, MA

Other Businesses

Essex Bay Sailing Club. Essex MA. Not Investment related. Teach Sailing to children. Also treasurer and board member of club. Approx 2 hours a week after hours. No compensation received.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-08-27
S63	Uniform Securities Agent State Law Examination	1987-10-07

S65 Uniform Investment Adviser Law Examination

2007-08-27
S63 Uniform Securities Agent State Law Examination

1987-10-07

View on SEC IAPD

Current Employers

Wealth Effects

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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