David Liberio has been an investment adviser representative at Gilbert Greg RIA since July 2026, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
- – present · under a yearOakland, CA · Adviser representative · Firm CRD 304981
Investment adviser representative registrations
David Liberio is registered as an investment adviser representative in California, since July 2026.
- CaliforniaSince 17 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 May 2026 |
| Series 66 | Uniform Combined State Law Examination | 25 April 2026 |
| Series 7TO | General Securities Representative Examination | 25 November 2023 |
| SIE | Securities Industry Essentials Examination | 9 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- David Anthony Liberio
- CRD
- 2808624
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- 212 9TH STREET, SUITE 202, Oakland, CA 94607
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Liberio work?
David Liberio is an investment adviser representative registered through Gilbert Greg RIA, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Liberio a financial advisor?
Yes. David Liberio has a current investment-adviser registration in California, through Gilbert Greg RIA since July 2026.
How many years of experience does David Liberio have?
David Liberio has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has David Liberio passed?
David Liberio has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 65. The earliest, the SIE, was passed in October 2023.
Where is David Liberio based?
David Liberio’s registered office is in Oakland, CA.
Is David Liberio registered with FINRA?
Yes. David Liberio has a current broker registration, under CRD 2808624.
Source: FINRA BrokerCheck
How can I verify David Liberio’s record?
Search CRD 2808624 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Liberio’s full registration record.