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Connor Jacob Ciarciello

Investment adviser representative at Liberty Square Wealth Partners LLC
11 yearsExperience
1 stateRegistered in
$567.8MFirm assets
2 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Liberty Square Wealth Partners LLCJun 2025 to now
  2. Chubb InsuranceJun 2024 to Jun 2025
  3. UnemployedMay 2024 to Jun 2024
  4. Chubb InsuranceMay 2023 to Aug 2023
  5. Applebrook Golf CourseFeb 2023 to May 2023
  6. West Chester UniversityAug 2022 to May 2024
  7. Ward InsuranceJun 2022 to Jul 2022
  8. Bucks County Community CollegeAug 2020 to May 2022
  9. StudentAug 2015 to Aug 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (PA).

Liberty Square Wealth Partners LLC

$567.8MAssets managed
625Clients
5Advisers
2 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
8144994
Firm CRD
332476
Advisor's SEC record (opens in a new tab)
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