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RIA / WealthAdvisorCertified Financial Planner27 years in industry

Joseph FRANCIS Ciliberti

Advisor at THAYER PARTNERS LLC

WYNDMOOR, PA | St. Augustine, FL

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Search this name across graphsid dfx:ria:fb2cf663-cad8-75d9-4a80-0bd05f9f9d5b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 16, 2017 to Sep 14, 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: THAYER PARTNERS 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: Jul 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Sep 3, 2003
First registration: Feb 16, 2017
Dual registered: no
Other names: JOE F. CILIBERTI|JOSEPH F CIIBERTI|JOSEPH FRANCIS CIIBERTI|JOSEPH FRANCIS CILIBERTI|Joseph Ciliberti
IAPD individual key: 3274867

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
THAYER PARTNERS LLC	Independent wealth	Jun 11, 2024	n/a	yes	WYNDMOOR, PA\|St. Augustine, FL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 6, 2021	Jun 4, 2024	no	STUART, FL\|St Augustine, FL	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 28, 2018	Jan 11, 2021	no	Palm Beach Gardens, FL\|VERO BEACH, FL	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2018	Dec 31, 2020	no	OMAHA, NE\|STUART, FL	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Feb 16, 2017	Feb 26, 2018	no	Stuart, FL	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	THAYER PARTNERS LLC	Jun 4, 2024	Jun 11, 2024	7	Firm change	Wirehouse to RIA
TD AMERITRADE, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 11, 2021	Jan 6, 2021	-5	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Feb 28, 2018	-1,037	Bulk transfer	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 26, 2018	Feb 26, 2018	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (5)

→ THAYER PARTNERS LLCRegistered adviserregistration: current employment
Jun 11, 2024 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 6, 2021 to Jun 4, 2024factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 28, 2018 to Jan 11, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2018 to Dec 31, 2020factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Feb 16, 2017 to Feb 26, 2018factForm ADV

Dated events

Occurred
Jun 4, 2024
Advisor changed firm
Joseph Francis Ciliberti left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Thayer Partners Llc (registered 2024-06-11)
Form ADVobserved 6 days ago