Alberto G. Libertini

L&L PARTNERS WEALTH MANAGEMENT

NEW YORK, NY 10014

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CRD#: 2703609

Professional summary

Alberto Giovanni Libertini is a registered financial advisor currently at L&L PARTNERS WEALTH MANAGEMENT, LLC located in New York, New York.

Alberto is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Alberto has worked at 6 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alberto Giovanni Libertini's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 10, 2014 - Present

L&L PARTNERS WEALTH MANAGEMENT, LLC

Office #1: 130 Barrow St Apt.409, New York, NY 10014

RIA

CRD#: 140077

NEW YORK, NY

Past

January 22, 2003 - April 18, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SUFFERN, NY

Past

July 12, 2000 - January 14, 2003

EMMETT A LARKIN COMPANY, INC.

CRD#: 6625

SAN FRANCISCO, CA

Past

December 3, 1997 - June 22, 2000

FIRST SECURITY INVESTMENTS, INC.

CRD#: 24035

KINGSTON, PA

Past

June 24, 1997 - December 1, 1997

NORTHEAST SECURITIES, LLC

CRD#: 25996

MITCHELFIELD, NY

Past

April 9, 1996 - August 15, 1996

FIRST CAMBRIDGE SECURITIES CORPORATION

CRD#: 21846

NEW YORK, NY

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".

L&L PARTNERS WEALTH MANAGEMENT, LLC

L&L PARTNERS WEALTH MANAGEMENT, LLC | L&L PARTNERS, LLC

CRD#: 140077 / SEC#: 801-111661

RIA

Registered Investment Advisory firm - (9/8/2017 Approved)

New Jersey

Registered Investment Advisory firm - (8/23/2018 Terminated)

New York

Registered Investment Advisory firm - (9/14/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/14/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(6/2/2015)

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 65

Date: 5/1/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/18/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 10/18/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/4/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/15/2005

General Securities Principal Examination

Current Firm

L&L PARTNERS WEALTH MANAGEMENT, LLC

L&L PARTNERS WEALTH MANAGEMENT, LLC | L&L PARTNERS, LLC

CRD#: 140077 / SEC#: 801-111661

RIA

Registered Investment Advisory firm - (9/8/2017 Approved)

New Jersey

Registered Investment Advisory firm - (8/23/2018 Terminated)

New York

Registered Investment Advisory firm - (9/14/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/14/2017 Terminated)

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Contact information

Main Address

74 Lafayette Avenue, Suite 101, Suffern, NY 10901

Mailing Address

Phone number

(845) 368-1103

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

L&L PARTNERS WEALTH MANAGEMENT, LLC ADV PART 2A (7/28/2025)

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 70,475,833

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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Advisor Monitoring

Firm Stability Insights

Alberto G. Libertini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alberto Giovanni Libertini's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

EMMETT A LARKIN COMPANY, INC.

FIRST SECURITY INVESTMENTS, INC.

NORTHEAST SECURITIES, LLC

FIRST CAMBRIDGE SECURITIES CORPORATION

Primary Firm SEC Registration

L&L PARTNERS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2006

Series 63

Date: 4/18/1996

Series 31

Date: 10/18/2004

Series 7

Date: 4/4/1996

Series 24

Date: 2/15/2005

Current Firm

L&L PARTNERS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

L&L PARTNERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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