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CFP

Dante Liberti

Ameriprise Financial Services, LLC
40 Years of Experience
Saddle Brook, NJ
Broker
View SEC Summary
View SEC Summary

Dante Liberti is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Saddle Brook, NJ, with 40 years of industry experience. Dante is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

250 Pehle Ave Ste 500, Park 80 West, Plaza Two, Saddle Brook, NJ, 07663

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Dante serves as a Trustee on the Board of Directors for Liberti since 2000. This activity, which is not investment-related, requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2022 - Present · 4 yrs 5 mos
Ameriprise Financial Services, LLC
May 2022 - Present · 4 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2016 - June 2022 · 6 yrs
Wells Fargo Clearing Services, LLCBroker
June 2016 - June 2022 · 6 yrs
Securities America Advisors, INC.
September 2008 - June 2016 · 7 yrs 9 mos
Securities America, INC.Broker
August 2008 - June 2016 · 7 yrs 10 mos
Multi-Financial Securities CorporationBroker
January 2007 - August 2008 · 1 yr 7 mos
Multi-Financial Securities Corporation
January 2007 - August 2008 · 1 yr 7 mos
Walnut Street Securities, INC.Broker
September 2005 - February 2007 · 1 yr 5 mos
Principle Advisors, INC.Broker
September 2004 - September 2005 · 1 yr
Emmett a Larkin Company, INC.Broker
July 2002 - September 2004 · 2 yrs 2 mos
Golden Harris Capital Group, INC.Broker
April 2001 - July 2002 · 1 yr 3 mos
American General Securities IncorporatedBroker
October 1997 - January 2001 · 3 yrs 3 mos
Uslife Equity Sales CORP.Broker
June 1986 - October 1997 · 11 yrs 4 mos
Euro Pacific Capital, INC.Broker
June 1985 - June 1986 · 1 yr
State Registrations16 states
CACTDCDEFLHIILMENCNJNYORPASCVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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