Marc William Lieberman
Professional Summary
Marc William Lieberman is a registered financial advisor currently at SHOREPINE WEALTH MANAGEMENT, LLC located in Tiburon, California. Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Marc has worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
DWS DISTRIBUTORS, INC.
ELLIS FINANCIAL PLANNING
TERRAFIRMA WEALTH PARTNERS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
DWS DISTRIBUTORS, INC.
ELLIS FINANCIAL PLANNING
TERRAFIRMA WEALTH PARTNERS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
DWS DISTRIBUTORS, INC.
ELLIS FINANCIAL PLANNING
TERRAFIRMA WEALTH PARTNERS
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
DWS DISTRIBUTORS, INC.
ELLIS FINANCIAL PLANNING
TERRAFIRMA WEALTH PARTNERS
Years of Experience
30 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
DWS DISTRIBUTORS, INC.
ELLIS FINANCIAL PLANNING
TERRAFIRMA WEALTH PARTNERS
Current Firm
SHOREPINE WEALTH MANAGEMENT, LLC | SHOREPINE, LLC
Contact Information
Main Address
Tiburon, CAPhone Number
(415) 888-3954# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
212AUM (Assets Under Management)
$70,792,237Similar Advisors
TRUIST ADVISORY SERVICES, INC.
DWS DISTRIBUTORS, INC.
ELLIS FINANCIAL PLANNING
TERRAFIRMA WEALTH PARTNERS
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
DWS DISTRIBUTORS, INC.
ELLIS FINANCIAL PLANNING
TERRAFIRMA WEALTH PARTNERS
State Registrations and Notice Filings
(6/2/2017)
(3/27/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1996About the Series 6 examSimilar Advisors
TRUIST ADVISORY SERVICES, INC.
DWS DISTRIBUTORS, INC.
ELLIS FINANCIAL PLANNING
TERRAFIRMA WEALTH PARTNERS
CRS (Client Relationship Summary) - RIA
Click below to view Marc William Lieberman's CRS (Customer Relationship Summary).
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
DWS DISTRIBUTORS, INC.
ELLIS FINANCIAL PLANNING
TERRAFIRMA WEALTH PARTNERS