Dylan Purdy has been an investment adviser representative at Liberty Asset Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Liberty Asset Management, LLC is an Allentown, PA firm with $141M under management, 331 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Dylan Purdy’s longest registration was 2 years at Eagle Strategies LLC (2023–2026). Before joining Liberty Asset Management in 2026, Dylan Purdy was registered through Eagle Strategies LLC.
- Liberty Asset ManagementCurrent– present · under a yearAllentown, PA · Adviser representative · Firm CRD 142094
- Eagle Strategies LLC– · 2 yearsSaddle Brook, NJ · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Dylan Purdy is registered as an investment adviser representative in Pennsylvania, since June 2026.
- PennsylvaniaSince 30 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 October 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 February 2023 |
| Series 7TO | General Securities Representative Examination | 17 October 2022 |
| SIE | Securities Industry Essentials Examination | 14 April 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Dylan Justice Purdy
- CRD
- 7461500
- Firm
- Liberty Asset Management · CRD 142094
- Office
- 3570 HAMILTON BLVD., SUITE 301, Allentown, PA 18103
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Dylan Purdy work?
Dylan Purdy is an investment adviser representative registered through Liberty Asset Management, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Dylan Purdy a financial advisor?
Yes. Dylan Purdy has a current investment-adviser registration in Pennsylvania, through Liberty Asset Management since June 2026.
How many years of experience does Dylan Purdy have?
Dylan Purdy has 4 years in the financial industry, since October 2022, across 2 adviser firms.
What exams has Dylan Purdy passed?
Dylan Purdy has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in April 2022.
Where did Dylan Purdy work before Liberty Asset Management?
Before Liberty Asset Management, Dylan Purdy was registered through Eagle Strategies LLC, October 2023 to June 2026.
Where is Dylan Purdy based?
Dylan Purdy’s registered office is in Allentown, PA.
Is Dylan Purdy registered with FINRA?
Yes. Dylan Purdy has a current broker registration, under CRD 7461500.
Source: FINRA BrokerCheck
How can I verify Dylan Purdy’s record?
Search CRD 7461500 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Dylan Purdy’s full registration record.
