Brian M. Liebert

GREATER WEALTH

Westport, CT 06880

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CRD#: 4971636

Professional summary

Brian Michael Liebert, who also goes by Brian M Liebert, Brian Liebert, is a registered financial advisor currently at GREATER WEALTH located in Westport, Connecticut.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Brian has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian M Liebert | Brian Liebert

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.

LIEBERT AND ASSOCIATES LLC 21 Bridge Square Westport, CT 06880 TAX AND CONSULTING NON INVESTMENT RELATED OWNER of the business since January 2007 40 hours of work per week (160 hours per month) Duties involve discussing tax & business consulting matters with clients and researching relevant tax and business issues

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Michael Liebert's 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

March 28, 2024 - Present

GREATER WEALTH

Office #1: 21 Bridge Square, Westport, CT 06880

RIA

CRD#: 326978

Westport, CT

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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(3/28/2024)

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

State Security Law Exam

IAR

Series 65

Date: 12/12/2023

Uniform Investment Adviser Law Examination

Current Firm

GREATER WEALTH

GREATER WEALTH | GREATER WEALTH LLC

CRD#: 326978 / SEC#:

Connecticut

Registered Investment Advisory firm - (3/28/2024 Approved)

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Contact information

Main Address

21 Bridge Square, Westport, CT 06880

Mailing Address

Phone number

(980) 365-9847

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 5,740,000

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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Brian M. Liebert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Michael Liebert's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREATER WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2023

Current Firm

GREATER WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREATER WEALTH

TRUST BUT VERIFY

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