Alberto
Libertini

L&L Partners Wealth Management, LLC

CRD#2703609
Investment Advisor
in Suffern, NY

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About this Advisor

Alberto Libertini is a financial advisor working out of Suffern, New York who has 8 years of industry experience. Libertini is an advisor for L&L Partners Wealth Management, LLC. Libertini has gained experience at L&L Partners Wealth Management LLC and L&L Partners Wealth Management, LLC. Libertini holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. L&L Partners Wealth Management, LLC is a business based out of Suffern, NY. It manages $55 million in total assets across its 150 client accounts, placing it among the smaller firms in the nation by assets under management. Of its 150 client accounts, 57% are held by high-net-worth individuals who have more than $1 million in assets available to invest. L&L Partners Wealth Management, LLC has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by L&L Partners Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

74 Lafayette Avenue, Suite 101
Suffern, NY 10901

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L&L Partners Wealth Management, LLC Brokerage Details

Total Assets Under Management

$54,703,559

NY Average: $7,464,549,021
Total Number of Employees

2

NY Average: 88
Total Number of Accounts

150

NY Average: 3,892
Average Account Size

$364,690

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Alberto Libertini Work History

Alberto has been registered as a financial advisor for 8 years.*

2010 - Present (14 years)

L&L Partners Wealth Management, LLC

2006 - Present (18 years)

L&L Partners Wealth Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alberto Libertini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at L&L Partners Wealth Management, LLC

Dagan Lacorte
Suffern, NY
Alberto Libertini
Suffern, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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