Joseph F. Ciliberti

THAYER PARTNERS LLC

St. Augustine, FL

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CRD#: 3274867

Professional summary

Joseph Francis Ciliberti JR., CFP®, who also goes by Joseph F Ciiberti, Joseph Francis Ciiberti Jr., Joe F. Ciliberti Jr., Joseph Francis Ciliberti Jr., Joseph Ciliberti, is a registered financial advisor currently at THAYER PARTNERS LLC located in St. Augustine, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joseph has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph F Ciiberti | Joseph Francis Ciiberti Jr. | Joe F. Ciliberti Jr. | Joseph Francis Ciliberti Jr. | Joseph Ciliberti

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.

I*965276 For profit or not for profit: Name of outside business organization: Carriage Homes at Makarios Board of Directors Investment related: N Address of business: St Augustine, Florida, 32080, United States Nature of business: ["HOA, Co-op, Freehold"] Position, title, association: ["Officer"], Start date of relationship: 10/4/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Condo board association. - 2 year term

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Francis Ciliberti JR.'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

June 11, 2024 - Present

THAYER PARTNERS LLC

RIA

CRD#: 290734

St. Augustine, FL

Past

January 6, 2021 - June 4, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

STUART, FL

Past

January 5, 2021 - June 4, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

STUART, FL

Past

February 28, 2018 - January 11, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

VERO BEACH, FL

Past

February 26, 2018 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

STUART, FL

Past

February 26, 2018 - January 11, 2021

TD AMERITRADE, INC.

CRD#: 7870

VERO BEACH, FL

Past

February 16, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

Stuart, FL

Past

August 26, 2003 - February 26, 2018

SCOTTRADE, INC.

CRD#: 8206

STUART, FL

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".

THAYER PARTNERS LLC

JOHN CHRISTOPHER WILMERDING | THAYER PARTNERS LLC | THAYER PARTNERS | LINDER FINANCIAL SERVICES, INC.

CRD#: 290734 / SEC#: 801-118392

RIA

Registered Investment Advisory firm - (4/6/2020 Approved)

Georgia

Registered Investment Advisory firm - (4/14/2020 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/8/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/13/2020 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

Florida
(6/11/2024)

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

Date: 2/13/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/3/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/16/2006

General Securities Principal Examination

Current Firm

THAYER PARTNERS LLC

JOHN CHRISTOPHER WILMERDING | THAYER PARTNERS LLC | THAYER PARTNERS | LINDER FINANCIAL SERVICES, INC.

CRD#: 290734 / SEC#: 801-118392

RIA

Registered Investment Advisory firm - (4/6/2020 Approved)

Georgia

Registered Investment Advisory firm - (4/14/2020 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/8/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/13/2020 Terminated)

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Contact information

Main Address

Wyndmoor, PA

Mailing Address

Phone number

(617) 275-5430

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (5/30/2025)

Regulatory assets under management

Total Number of Accounts	609
AUM (Assets Under Management)	$ 401,277,320

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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Joseph F. Ciliberti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Francis Ciliberti JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

Primary Firm SEC Registration

THAYER PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2017

Series 63

Date: 9/3/2003

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2003

Series 24

Date: 1/16/2006

Current Firm

THAYER PARTNERS LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THAYER PARTNERS LLC

TRUST BUT VERIFY

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