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AC

Anthony Chrobak

LIBERTY SQUARE WEALTH PARTNERS LLC
BETHLEHEM, PA 18017
Some features on this profile are disabled
CRD#: 7912284
AC

Professional summary

Anthony Chrobak, who also goes by Anthony A Chrobak, is a registered financial advisor currently at LIBERTY SQUARE WEALTH PARTNERS LLC located in Bethlehem, Pennsylvania.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Anthony has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony A Chrobak

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 Anthony Chrobak'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

June 30, 2025 - Present

LIBERTY SQUARE WEALTH PARTNERS LLC

Office #1: 1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017
RIA
CRD#: 332476
BETHLEHEM, 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".
LS
LIBERTY SQUARE WEALTH PARTNERS LLC
LIBERTY SQUARE WEALTH PARTNERS LLC

CRD#: 332476 / SEC#: 801-130895

RIA
Registered Investment Advisory firm - (8/9/2024 Approved)

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
(6/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/30/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/1/2025
Securities Industry Essentials Examination

Current Firm

LS
LIBERTY SQUARE WEALTH PARTNERS LLC
LIBERTY SQUARE WEALTH PARTNERS LLC

CRD#: 332476 / SEC#: 801-130895

RIA
Registered Investment Advisory firm - (8/9/2024 Approved)
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Contact information

Main Address
1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017
Mailing Address
Phone number
(610) 865-5803
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIBERTY SQUARE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/30/2025)

Regulatory assets under management

Total Number of Accounts1,482
AUM (Assets Under Management)$ 476,000,000

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.

Company Information

LIBERTY SQUARE WEALTH PARTNERS LLC

CRD#: 332476Bethlehem, PA 18017

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