Guilian Dileonardo
LIBERTY ONE WEALTH ADVISORS
Philadelphia, PA 19103
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CRD#: 6340775
Professional summary
Guilian Dileonardo, CFP® is a registered financial advisor currently at LIBERTY ONE WEALTH ADVISORS located in Philadelphia, Pennsylvania.
Guilian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Guilian has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 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.
Liberty One Private Risk, 2001 Market St, STE 2500, Philadelphia, PA 19103. Managing Director. Insurance agency tasked with providing insurance solutions to its clients. 5 hours per month spent on this activity. Start 2/2024.
CRS (Client Relationship Summary) - RIA
Click below to view Guilian Dileonardo'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: 2021
Experience
Current
September 12, 2021 - Present
LIBERTY ONE WEALTH ADVISORS
Office #1: 2001 Market St. Suite 2500, Philadelphia, PA 19103RIA
CRD#: 315675
Philadelphia, PA
Past
October 12, 2017 - September 13, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PHILADELPHIA, PA
Past
September 13, 2017 - September 13, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PHILADELPHIA, 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".
LO
LIBERTY ONE WEALTH ADVISORS
LIBERTY ONE WEALTH ADVISORS
CRD#: 315675 / SEC#: 801-130016
RIA
Registered Investment Advisory firm - (4/25/2024 Approved)Delaware
Registered Investment Advisory firm - (5/1/2024 Terminated)Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/6/2024 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2024 Terminated)New York
Registered Investment Advisory firm - (5/1/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/6/2024 Terminated)Texas
Registered Investment Advisory firm - (5/1/2024 Terminated)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
Pennsylvania(9/12/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/14/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
LO
LIBERTY ONE WEALTH ADVISORS
LIBERTY ONE WEALTH ADVISORS
CRD#: 315675 / SEC#: 801-130016
RIA
Registered Investment Advisory firm - (4/25/2024 Approved)Delaware
Registered Investment Advisory firm - (5/1/2024 Terminated)Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/6/2024 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2024 Terminated)New York
Registered Investment Advisory firm - (5/1/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/6/2024 Terminated)Texas
Registered Investment Advisory firm - (5/1/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2001 Market St. Suite 2500, Philadelphia, PA 19103
Mailing Address
Phone number
(215) 776-4918
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 700 |
| AUM (Assets Under Management) | $ 129,464,252 |
Red Flags
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