Gary Mayo has been Owner of Liberty Asset Management since January 2018, is not listed as a control person, but directly owns between 5% and 10% of the firm. Gary Mayo holds a Bachelor of Arts in Economics from Kutztown University.
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.
Gary S. Mayo is Wealth Advisor of Liberty Wealth Management. He began his career in financial planning as a financial advisor with American Express Corporation in 1982 and joined GM Financial Group in 1992. He has conducted numerous seminars on personal financial, Medicaid and estate planning, including living trusts.
Gary Mayo’s longest registration is the current one, 18 years at Liberty Asset Management since 2008. Before joining Liberty Asset Management in 2008, Gary Mayo was registered through Comprehensive Asset Management and Servicing, Inc. and GM Financial Group.
- Liberty Asset ManagementCurrent– present · 18 yearsAllentown, PA · Adviser representative · Firm CRD 142094
- Comprehensive Asset Management and Servicing, Inc.– · 2 yearsAllentown, PA · Adviser representative · Firm CRD 43814
- GM Financial Group– · 4 yearsAllentown, PA · Adviser representative · Firm CRD 123220
Professional designations
Listed by Liberty Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Gary Mayo is registered as an investment adviser representative in Pennsylvania, since October 2008.
- PennsylvaniaSince 17 October 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 18 October 1986 |
| Series 22 | Direct Participation Programs Representative Examination | 22 September 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 January 1982 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 January 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gary Stephen Mayo
- CRD
- 1022781
- Firm
- Liberty Asset Management · CRD 142094
- Role
- Owner
- Office
- 3570 HAMILTON BLVD., SUITE 301, Allentown, PA 18103
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1982
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lwmgmt.com
Where does Gary Mayo work?
Gary Mayo has been Owner of Liberty Asset Management, LLC since January 2018.
Is Gary Mayo a financial advisor?
Yes. Gary Mayo has a current investment-adviser registration in Pennsylvania, through Liberty Asset Management since October 2008.
How many years of experience does Gary Mayo have?
Gary Mayo has 44 years in the financial industry, since March 1982, across 3 adviser firms.
What exams has Gary Mayo passed?
Gary Mayo has passed 4 licensing exams: the Series 63, Series 6, Series 22 and Series 7. The earliest, the Series 63, was passed in January 1982. FINRA credited Gary Mayo with the SIE, which began in October 2018.
Where did Gary Mayo work before Liberty Asset Management?
Before Liberty Asset Management, Gary Mayo was registered through Comprehensive Asset Management and Servicing, Inc., December 2001 to August 2004; GM Financial Group, January 2001 to January 2005.
Where is Gary Mayo based?
Gary Mayo’s registered office is in Allentown, PA.
Is Gary Mayo registered with FINRA?
Yes. Gary Mayo has a current broker registration, under CRD 1022781.
Source: FINRA BrokerCheck
Is Gary Mayo a CFP?
Liberty Asset Management lists Gary Mayo with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Gary Mayo’s record?
Search CRD 1022781 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gary Mayo’s full registration record.
