Aaron D. Lieberman
Professional summary
Aaron D Lieberman, CFP®, who also goes by Aaron D Liebenman, is a registered financial advisor currently at MARATHON WEALTH MANAGEMENT, INC. located in Melville, New York.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Aaron has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aaron D Lieberman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
July 9, 2021 - Present
MARATHON WEALTH MANAGEMENT, INC.
Office #1: 534 Broadhollow Road Suite 420, Melville, NY 11747May 15, 2017 - October 25, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
August 21, 2015 - October 25, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
July 1, 2003 - August 21, 2015
WELLS FARGO CLEARING SERVICES, LLC
August 24, 1999 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
Primary Firm SEC Registration
MARATHON WEALTH MANAGEMENT, INC.
CRD#: 289119 / SEC#: 801-111648
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2021)
Exams
Current Firm
MARATHON WEALTH MANAGEMENT, INC.
CRD#: 289119 / SEC#: 801-111648
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 210 |
| AUM (Assets Under Management) | $ 134,372,145 |
Red Flags
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.
