Dylan Justice Purdy
Investment adviser representative at Liberty Asset Management
12 yearsExperience
1 stateRegistered in
$141MFirm assets
1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Liberty Asset Management, LLCJun 2026 to now
- Apw IncJun 2026 to now
- Eagle Strategies LLCOct 2023 to Jun 2026
- Nylife Securities LLCFeb 2022 to Jun 2026
- UnemployedOct 2021 to Jan 2022
- JackpocketMay 2021 to Oct 2021
- Sussex County MinersMay 2021 to Aug 2021
- Awosting AssociationJun 2018 to Aug 2020
- Purdy's Home ImprovementJun 2017 to Aug 2020
- StudentSep 2014 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Liberty Asset Management
Legal name: Liberty Asset Management, LLC
$141MAssets managed
331Clients
6Advisers
1 yearIn 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
- 7461500
- Firm CRD
- 142094