Anthony J. Diliberto

HUNTINGTON BEACH, CA

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CRD#: 1838051

Professional summary

Anthony Joseph Diliberto, CFP®, who also goes by Aj Diliberto, was a registered financial advisor .

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Anthony had worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 2, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aj Diliberto

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) FIDUCIARY PLANNERS - FINANCIAL ADVISOR; 100% OWNER; INVESTMENT RELATED; 80 HOURS; DEVOTED PER MONTH; 80 HOURS DURING TRADING 2) PRE-PAID LEGAL SERVICES, INC. - INDEPENDENT MARKETING ASSOCIATE; NON OWNER; NOT INVESTMENT RELATED; 100 HOURS DEVOTED PER MONTH; 80 HOURS DURING TRADING; Commissions earned from selling membships 3) JOURNEY2FREEDOM, Inc. (recently changed from AJD-CFP, Inc.); HUNTINGTON BEACH, CA; OWNER; NON-INVESTMENT; 0 HOURS DEVOTED PER MONTH; 0 HOURS DURING TRADING; THIS CORP IS NOT INVESTMENT RELATED. This entity corporation receives revenue directly from Pre-Paid Legal Services, Inc. and serves as the operating entity for paying business expenses and compensating the owner. Journey2Freedom, Inc. also serves as the entity through which advisory fees and insurance-related revenues are reported.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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^®

Certified Financial Planner

Experience

Current

September 5, 2025 - Present

HUNTINGTON BEACH, CA

Past

September 30, 2014 - December 8, 2016

CRD#: 39543

NEWPORT BEACH, CA

Past

June 12, 2009 - December 12, 2009

AVENTINE INVESTMENT SERVICES, INC.

RIA

CRD#: 144957

IRVINE, CA

Past

May 15, 2009 - October 22, 2009

CRD#: 39543

NEWPORT BEACH, CA

Past

May 26, 1999 - July 2, 2001

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

September 8, 1995 - July 1, 2004

RTD FINANCIAL ADVISORS INC

RIA

CRD#: 110744

PHILADELPHIA, PA

Past

June 22, 1993 - April 1, 1997

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(9/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Series 6

Date: 6/21/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/13/2006

General Securities Principal Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Anthony J. Diliberto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NOBLE WEALTH MANAGEMENT, INC.

NEWPORT WEALTH STRATEGIES, INC.

NEWPORT ADVISORY, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

AVENTINE INVESTMENT SERVICES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

NEWPORT ADVISORY, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

OSAIC WEALTH, INC.

RTD FINANCIAL ADVISORS INC

WALNUT STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/19/2005

Series 65

Date: 2/14/1995

Series 63

Date: 7/22/1993

SIE

Date: 12/8/2016

Series 7

Date: 2/3/2005

Series 2

Date: 7/17/1995

Series 6

Date: 6/21/1993

Series 24

Date: 11/13/2006

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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