David Lieblich
CFP®Professional Summary
David Lieblich, CFP® is a registered financial advisor currently at SAVLAN WEALTH PARTNERS located in New City, New York. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 3 firms and has passed the Series 65, Series 63, SIE, 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.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
KEMPLE FINANCIAL | SAVLAN WEALTH PARTNERS LLC | SAVLAN WEALTH PARTNERS | LIEBLICH FINANCIAL SERVICES
Contact Information
Main Address
130 Maple Ave, New City, NY 10956Phone Number
(718) 771-0887# of Employees
11SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
688AUM (Assets Under Management)
$231,757,109Similar 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
KEMPLE FINANCIAL | SAVLAN WEALTH PARTNERS LLC | SAVLAN WEALTH PARTNERS | LIEBLICH FINANCIAL SERVICES
State Registrations and Notice Filings
(9/17/2026)
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.
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 Jun 2013About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Lieblich's CRS (Customer Relationship Summary).
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