Marc John Libero
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
28 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Marc LiberoOct 2023 to now
- United Planners' Financial Services of America A Limited PartnerMay 2021 to now
- Elm City Wealth ManagementMay 2021 to now
- United Planners Financial ServicesMay 2021 to now
- Marc J LiberoMar 1998 to now
- Shades of Blue VillaNov 2013 to Oct 2021
- Purshe Kaplan Sterling InvestmentsJan 2013 to May 2021
- New England Capital Financial Advisors LLCJan 2003 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (FL).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2626285
- Firm CRD
- 20804