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Daniel Joseph Liberti

OAKSTREET WEALTH MANAGEMENT, INC.·DAYTON, Ohio
Clean recordOAKSTREET WEALTH MANAGEMENT, INC.
3131 SOUTH DIXIE DRIVE, DAYTON, OH 45439-2287CRD# 5036519Firm CRD# 152613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Joseph Liberti · DAYTON, OH
Registration
CRD #5036519 · OAKSTREET WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Joseph Liberti is a registered financial advisor based in DAYTON, Ohio, affiliated with OAKSTREET WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OAKSTREET WEALTH MANAGEMENT, INC.
OAKSTREET WEALTH MANAGEMENT, INC.
AUM
$281M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OAKSTREET WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5036519
Firm CRD# 152613
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Joseph Liberti offer?
Daniel Joseph Liberti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAYTON, Ohio for a consultation.
What are Daniel Joseph Liberti's credentials?
Daniel Joseph Liberti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Liberti located?
Daniel Joseph Liberti is based in DAYTON, Ohio, working with OAKSTREET WEALTH MANAGEMENT, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does Daniel Joseph Liberti charge for services?
Daniel Joseph Liberti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKSTREET WEALTH MANAGEMENT, INC.?
OAKSTREET WEALTH MANAGEMENT, INC. has approximately 6 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAKSTREET WEALTH MANAGEMENT, INC.

Edwin Lee Katz
DAYTON, OH
Theodore Thomas Golba
DAYTON, OH

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