Anthony J. Diliberto
Professional summary
Anthony Joseph Diliberto, CFP®, who also goes by Aj Diliberto, is a registered financial advisor currently at FIDUCIARY PLANNERS located in Huntington Beach, California.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Anthony has 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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Joseph Diliberto's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 5, 2025 - Present
FIDUCIARY PLANNERS
September 30, 2014 - December 8, 2016
FOOTHILL SECURITIES, INC.
July 28, 2014 - July 15, 2025
NOBLE WEALTH MANAGEMENT, INC.
December 19, 2011 - July 11, 2014
NEWPORT WEALTH STRATEGIES, INC.
December 8, 2009 - August 22, 2011
NEWPORT ADVISORY, LLC
October 21, 2009 - July 15, 2014
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
October 21, 2009 - July 15, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.
June 12, 2009 - December 12, 2009
AVENTINE INVESTMENT SERVICES, INC.
May 15, 2009 - October 22, 2009
PURSHE KAPLAN STERLING INVESTMENTS
April 26, 2007 - May 26, 2009
NEWPORT ADVISORY, LLC
March 28, 2005 - June 5, 2009
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
February 22, 2005 - March 28, 2005
CAMBRIDGE INVESTMENT RESEARCH, INC.
February 4, 2005 - June 4, 2009
CAMBRIDGE INVESTMENT RESEARCH, INC.
May 26, 1999 - July 2, 2001
OSAIC WEALTH, INC.
September 8, 1995 - July 1, 2004
RTD FINANCIAL ADVISORS INC
June 22, 1993 - April 1, 1997
WALNUT STREET SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/5/2025)
Exams
Series 2
Date: 7/17/1995
Non-Member General Securities ExaminationCurrent Firm
FIDUCIARY PLANNERS
CRD#: 336670 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 850,000 |
Red Flags
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