Gerald A. Camera
LIBERTY SQUARE WEALTH PARTNERS LLC | Private Wealth Advisor
OCALA, FL
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CRD#: 1833309
Professional summary
Gerald Anthony Camera, CFP®, ChFC®, who also goes by Jerry Camera, is a registered financial advisor currently at LIBERTY SQUARE WEALTH PARTNERS LLC located in Ocala, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Bethlehem, Pennsylvania.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Gerald has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
Employee and Employer Plan Ben...
Insurance Planning
Estate Planning
Tax Planning
Small Business Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jerry Camera
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Equestrian/ No / 4187 NW 55th Ct, Ocala FL / Riding and show horses / Owner / 11/08/2016 / 40 hr month / 0 trading / Riding and show horses 2. Liberty Square Wealth Partners / Yes / 1525 Valley Center Pkwy #120 Bethloehem, PA / RIA / Partner / 140 per month / 8 hrs trading / IAR 3. Trustee- Lucia A Laurenzano Irr Trust / Yes / 46 Hillview Place State Island, NY / Trust / Trustee / 04.25.89 / 1 hr month / 0 trading / Trustee duties; Investment related and non-investment related activities 4. Fixed Insurance. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 8/2024. 5 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 5. PKSF. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 8/2024. 5 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 6. Andalusian LLC. Not investment related. At registered location. Operating LLC. Co-owner. 5/2021. 1-9 hrs/month with 0 during trading hrs. Operating LLC to handle business expenses.
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Anthony Camera's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
August 23, 2024 - Present
LIBERTY SQUARE WEALTH PARTNERS LLC
RIA
CRD#: 332476
OCALA, FL
Current
August 27, 2024 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1525 Valley Center Parkway Suite 120, Bethlehem, PA 18017BD
CRD#: 35747
Bethlehem, PA
Past
July 3, 2003 - September 4, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Bethlehem, PA
Past
May 25, 1988 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 25, 1988 - September 4, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Bethlehem, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LS
LIBERTY SQUARE WEALTH PARTNERS LLC
LIBERTY SQUARE WEALTH PARTNERS LLC
CRD#: 332476 / SEC#: 801-130895
RIA
Registered Investment Advisory firm - (8/9/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/27/2024)
RR
Arizona(8/27/2024)
RR
California(8/27/2024)
RR
Colorado(8/27/2024)
RR
Connecticut(8/27/2024)
RR
Delaware(9/18/2024)
RR
District of Columbia(8/27/2024)
IAR
Florida(8/23/2024)
RR
Florida(9/13/2024)
RR
Georgia(8/27/2024)
RR
Hawaii(8/27/2024)
RR
Idaho(8/27/2024)
RR
Illinois(8/27/2024)
RR
Indiana(8/27/2024)
RR
Iowa(8/27/2024)
RR
Kentucky(8/27/2024)
RR
Louisiana(8/27/2024)
RR
Maine(8/27/2024)
RR
Maryland(8/27/2024)
RR
Massachusetts(8/27/2024)
RR
Michigan(8/27/2024)
RR
Minnesota(9/13/2024)
RR
Missouri(8/27/2024)
RR
Nebraska(7/29/2025)
RR
Nevada(8/27/2024)
RR
New Hampshire(8/27/2024)
RR
New Jersey(8/27/2024)
RR
New York(8/27/2024)
RR
North Carolina(9/13/2024)
RR
Ohio(8/27/2024)
RR
Oklahoma(8/27/2024)
RR
Oregon(8/27/2024)
RR
Pennsylvania(8/27/2024)
RR
South Carolina(8/27/2024)
RR
Tennessee(8/27/2024)
RR
Texas(8/27/2024)
RR
Virginia(9/16/2024)
RR
Washington(8/27/2024)
RR
West Virginia(8/27/2024)
RR
Wisconsin(8/27/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LS
LIBERTY SQUARE WEALTH PARTNERS LLC
LIBERTY SQUARE WEALTH PARTNERS LLC
CRD#: 332476 / SEC#: 801-130895
RIA
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Contact information
Main Address
1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017
Mailing Address
Phone number
(610) 865-5803
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,482 |
| AUM (Assets Under Management) | $ 476,000,000 |
Red Flags
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Company Information
LIBERTY SQUARE WEALTH PARTNERS LLC
Private Wealth AdvisorCRD#: 332476Ocala, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
