Matthew Daniel Liebman
Professional Summary
Matthew Daniel Liebman, who also goes by Matthew D Liebman, Matthew Daniel Liebman, is a registered financial advisor currently at AMPLIUS WEALTH ADVISORS located in Blue Bell, Pennsylvania. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Matthew has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 3, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Estate & Legacy Planning
- Financial Planning
Other Aliases
Matthew D Liebman, Matthew Daniel Liebman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
AMPLIUS WEALTH ADVISORS | AMPLIUS WEALTH ADVISORS, LLC
Contact Information
Main Address
1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422Phone Number
(215) 310-7770# of Employees
13SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,847AUM (Assets Under Management)
$1,741,153,923Similar Advisors
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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.
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Primary Firm SEC Registration
AMPLIUS WEALTH ADVISORS | AMPLIUS WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(2/26/2021)
(2/26/2021)
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 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2015About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Feb 2015About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Daniel Liebman's CRS (Customer Relationship Summary).
Services Offered by Matthew
- Investment Management
- Estate & Legacy Planning
- Financial Planning
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