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David Anthony Liberio

Investment Adviser Representative at INFINITY FINANCIAL SERVICES ADVISORY

Oakland, CACRD #2808624Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/9/2026
Series 66
Uniform Combined State Law Examination
Passed 4/25/2026
Series 7
General Securities Representative Examination
Passed 11/25/2023
SIE
Securities Industry Essentials Examination
Passed 10/9/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$10,000 - $99,999
$100,000 - $249,999
$250,000 - $499,999
$500,000 - $749,999
$750,000 - $1,249,999
$1,250,000 - $4,999,999
$5,000,000 - $24,999,999
Account minimum: $10,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Infinity Financial Services Advisory Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INFINITY FINANCIAL SERVICES ADVISORYCurrent
7/17/2026Oakland, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
11/27/202312/19/2023La Jolla, CA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Anthony Liberio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Anthony Liberio - Financial Advisor in Oakland, CA | AdvisorFinder