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RIA / WealthAdvisorChartered Financial Consultant43 years in industry

RICHARD JOHN LIBURDI

Advisor at COMPASS ION ADVISORS, LLC

ESTERO, FL | CONSHOHOCKEN, PA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 21, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMPASS ION ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 6, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Apr 6, 1983
First registration: Jun 21, 2002
Dual registered: no
Other names: DICK LIBURDI
IAPD individual key: 1103964

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMPASS ION ADVISORS, LLC	Independent wealth	Jan 27, 2014	n/a	yes	ESTERO, FL\|CONSHOHOCKEN, PA	Current employment
COMPREHENSIVE CAPITAL MANAGEMENT, INC.	Independent wealth	Dec 3, 2008	Jan 29, 2014	no	TOTOWA, NJ	Previous registration
EGE ADVISORS, LTD.	n/a	Mar 2, 2006	Dec 31, 2008	no	MALVERN, PA\|KING OF PRUSSIA, PA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Jun 21, 2002	Mar 9, 2006	no	NEWTOWN SQUARE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMPREHENSIVE CAPITAL MANAGEMENT, INC.	COMPASS ION ADVISORS, LLC	Jan 29, 2014	Jan 27, 2014	-2	Firm change	Other
EGE ADVISORS, LTD.	COMPREHENSIVE CAPITAL MANAGEMENT, INC.	Dec 31, 2008	Dec 3, 2008	-28	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	EGE ADVISORS, LTD.	Mar 9, 2006	Mar 2, 2006	-7	Firm change	Other

Relationships

Registered with (4)

→ COMPASS ION ADVISORS, LLCRegistered adviserregistration: current employment
Jan 27, 2014 to presentfactForm ADV
→ COMPREHENSIVE CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 3, 2008 to Jan 29, 2014factForm ADV
→ EGE ADVISORS, LTD.Registered adviserregistration: previous registration
Mar 2, 2006 to Dec 31, 2008factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jun 21, 2002 to Mar 9, 2006factForm ADV

Dated events

No dated event names this entity yet.