Unclaimed Profile

Roy Thomas Diliberto

RTD FINANCIAL ADVISORS INC·PHILADELPHIA, Pennsylvania

Series 1, Series 24, Series 63Clean record34 years registeredRTD FINANCIAL ADVISORS INC

30 S. 17TH STREET, PHILADELPHIA, PA 19103CRD# 67983Firm CRD# 110744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roy Thomas Diliberto · PHILADELPHIA, PA

Registration

CRD #67983 · RTD FINANCIAL ADVISORS INC · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RTD FINANCIAL ADVISORS INC

RTD FINANCIAL ADVISORS INC

Aug 1991 – Mar 2019

BONITA SPRINGS, FL

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Registration record

First registered · August 29, 1991

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RTD FINANCIAL ADVISORS INC

CRD 110744 · SEC 801-19015

AUM

$2.1B

Regulatory assets under management

Employees

2,878 client accounts

Services offered by RTD FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RTD FINANCIAL ADVISORS INC →

Introduction

Speak with Roy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Roy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHILADELPHIA?

Browse all registered financial advisors in PHILADELPHIA, Pennsylvania or claim this profile if it's yours.

Browse PHILADELPHIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Roy Thomas Diliberto offer?

Roy Thomas Diliberto specializes in Financial Planning, Investment Management, Wealth Management.

What are Roy Thomas Diliberto's credentials?

Roy Thomas Diliberto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roy Thomas Diliberto located?

Roy Thomas Diliberto is based in PHILADELPHIA, Pennsylvania, last registered with RTD FINANCIAL ADVISORS INC.

How does Roy Thomas Diliberto charge for services?

Roy Thomas Diliberto's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RTD FINANCIAL ADVISORS INC?

RTD FINANCIAL ADVISORS INC has approximately 44 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →