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Joseph Francis Ciliberti

Thayer Partners LLC

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About Joseph Francis Ciliberti

Joseph Ciliberti is a financial advisor in Wyndmoor, Pennsylvania with over 20 years of experience in the financial services industry. Joseph is a registered representative and investment advisor representative. Joseph is affiliated with Thayer Partners LLC, which is a registered investment adviser. Joseph's specializations include retirement planning, estate planning, and investment management. He is a Certified Financial Planner. Joseph has a long history of working with clients, helping them achieve their financial goals.

Firm Information

Joseph Ciliberti is currently registered with Thayer Partners LLC. Thayer Partners LLC is an investment advisor headquartered in . With a team of 5 professionals, the firm manages approximately $294.84 million in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Their services include financial planning, portfolio management, and selection of other advisors.

$294.84M

Assets Under Management

20

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees

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Joseph Ciliberti’s Registration & Firm History

PA

06/11/2024 - Present

Thayer Partners LLC (WYNDMOOR PA)

FL

01/05/2021 - 06/04/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STUART FL)

FL

02/26/2018 - 01/11/2021

TD AMERITRADE, INC. (VERO BEACH FL)

FL

08/26/2003 - 02/26/2018

SCOTTRADE, INC. (STUART FL)

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Licenses & Designations

BOTH

Issued 02/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Francis Ciliberti.
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