Peter J. Laliberte

LIBERTY ADVISORY GROUP

PONTE VEDRA BEACH, FL 32082

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CRD#: 6644727

Professional summary

Peter Joseph Laliberte is a registered financial advisor currently at LIBERTY ADVISORY GROUP, INC. located in Ponte Vedra Beach, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Peter has worked at 4 firms and has passed the Series 65 exam.

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.

INSURANCE AGENT- INVESTMENT RELATED - PONTE VEDRA FL, INSURANCE SALES, AGENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Joseph Laliberte'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®

None

Experience

Current

July 30, 2025 - Present

LIBERTY ADVISORY GROUP, INC.

Office #1: 228 Canal Boulevard Suite 1, Ponte Vedra Beach, FL 32082

RIA

CRD#: 334164

PONTE VEDRA BEACH, FL

Past

May 16, 2023 - November 3, 2025

MARIPAU WEALTH MANAGEMENT LLC

RIA

CRD#: 311934

Ponte Vedra Beach, FL

Past

August 15, 2018 - April 24, 2023

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

PONTE VEDRA BEACH, FL

Past

May 5, 2016 - August 9, 2018

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Ponte Verdra Beach, FL

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
(7/30/2025)

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 65

Date: 4/19/2016

Uniform Investment Adviser Law Examination

Current Firm

LIBERTY ADVISORY GROUP, INC.

CRD#: 334164 / SEC#:

Florida

Registered Investment Advisory firm - (7/30/2025 Approved)

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Contact information

Main Address

228 Canal Boulevard Suite 1, Ponte Vedra Beach, FL 32082

Mailing Address

Phone number

(904) 834-3544

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Peter J. Laliberte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Joseph Laliberte's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIBERTY ADVISORY GROUP, INC.

MARIPAU WEALTH MANAGEMENT LLC

FOUNDATIONS INVESTMENT ADVISORS LLC

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2016

Current Firm

LIBERTY ADVISORY GROUP, INC.

Contact information

Documents

Red Flags

Company Information

LIBERTY ADVISORY GROUP, INC.

TRUST BUT VERIFY

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