David M. Lieberman

AMERITAS ADVISORY SERVICES

CHARLOTTE, NC

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CRD#: 4296593

Professional summary

David M Lieberman, who also goes by David Michael Lieberman, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Charlotte, North Carolina and AMERITAS INVESTMENT COMPANY, LLC located in Dublin, Ohio.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. David has worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

David Michael Lieberman

Other business activities

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.

NAME: ACTUALIZE YOU LIFE & CAREER COACHING; NON-INVESTMENT RELATED; ADDRESS: 3300 MCPHERSON STREET, WAXHAW, NC 29173; PROVIDE LIFE & CAREER COACHING; CAREER COACH; START DATE: 09/22/2021; # HRS/MO: 8-10; # HRS/MO DURING TRADING: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M Lieberman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 13, 2026 - Present

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

CHARLOTTE, NC

Current

July 13, 2026 - Present

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

DUBLIN, OH

Past

October 14, 2021 - July 27, 2026

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

CHARLOTTE, NC

Past

October 14, 2021 - July 27, 2026

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

February 24, 2020 - August 9, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CHARLOTTE, NC

Past

February 24, 2020 - August 9, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

CHARLOTTE, NC

Past

May 15, 2018 - April 16, 2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

CHARLOTTE, NC

Past

May 15, 2018 - April 16, 2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

CHARLOTTE, NC

Past

November 7, 2017 - April 25, 2018

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

DUBLIN, OH

Past

April 7, 2017 - April 25, 2018

NYLIFE SECURITIES LLC

CRD#: 5167

DUBLIN, OH

Past

August 19, 2014 - December 13, 2016

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

GALENA, OH

Past

August 1, 2014 - December 13, 2016

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

May 9, 2013 - August 1, 2014

OSAIC SERVICES, INC.

RIA

CRD#: 133763

PHOENIX, AZ

Past

May 9, 2013 - August 1, 2014

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

October 11, 2011 - April 19, 2013

OSAIC FA, INC.

RIA

CRD#: 3978

CHICAGO, IL

Past

October 11, 2011 - April 19, 2013

OSAIC FA, INC.

CRD#: 3978

CHICAGO, IL

Past

March 27, 2008 - July 20, 2011

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

CHARLOTTE, NC

Past

November 17, 2006 - July 20, 2011

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Past

October 10, 2005 - November 8, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

CHARLOTTE, NC

Past

October 10, 2005 - November 8, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHARLOTTE, NC

Past

April 8, 2005 - September 1, 2005

BOFA ADVISORS, LLC

RIA

CRD#: 107900

CHARLOTTE, NC

Past

July 28, 2004 - April 8, 2005

COLUMBIA MANAGEMENT ADVISORS, INC.

RIA

CRD#: 105842

BOSTON, MA

Past

July 21, 2004 - September 1, 2005

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

January 1, 2003 - July 22, 2004

BACAP DISTRIBUTORS, LLC

RIA

CRD#: 46088

CHARLOTTE, NC

Past

January 1, 2003 - July 22, 2004

BACAP DISTRIBUTORS, LLC

CRD#: 46088

CHARLOTTE, NC

Past

February 22, 2002 - January 1, 2003

STEPHENS

RIA

CRD#: 3496

CHARLOTTE , NC

Past

October 15, 2001 - January 1, 2003

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

Past

November 16, 2000 - October 2, 2001

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Nebraska
(7/13/2026)

IAR

Nebraska
(7/16/2026)

North Carolina
(7/13/2026)

IAR

North Carolina
(7/13/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/11/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/22/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/15/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2026)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (3/21/2026)

AMERITAS WEALTH PLATFORM (3/21/2026)

GALAXY WRAP FEE BROCHURE (3/21/2026)

GALAXY II WRAP FEE BROCHURE (3/21/2026)

CONSTELLATION WRAP FEE PROGRAM (3/21/2026)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

David M. Lieberman

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M Lieberman's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC FA, INC.

OSAIC FA, INC.

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

BOFA ADVISORS, LLC

COLUMBIA MANAGEMENT ADVISORS, INC.

BOFA DISTRIBUTORS, INC.

BACAP DISTRIBUTORS, LLC

BACAP DISTRIBUTORS, LLC

STEPHENS

STEPHENS

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2002

Series 63

Date: 11/22/2000

SIE

Date: 10/1/2018

Series 7

Date: 4/25/2002

Series 6

Date: 11/15/2000

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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