Brett Liberman
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
WESTBURY, NY
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CRD#: 6384575
Professional summary
Brett Liberman, CFP®, who also goes by Brett A Liberman, Brett Alexander Liberman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Westbury, New York and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Brett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Brett has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Biography
I have a true passion for wealth planning and take pride in helping clients reach for their financial goals. I believe in what Fidelity stands for- investment management expertise, exceptional client service, diverse investment choices, and personalized guidance. As your advisor, I am committed to using every available resource to help you work toward your vision of financial success.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brett A Liberman | Brett Alexander Liberman
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brett Liberman'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®
Education
University of Maryland
Bachelor of Science (BS) - Agricultural and Resource Economics
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1356 Third Avenue, New York, NY 10075RIA
CRD#: 104555
WESTBURY, NY
Current
September 5, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1356 Third Avenue, New York, NY 10075BD
CRD#: 7784
New York, NY
Past
September 11, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
August 20, 2018 - August 28, 2019
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
NEW YORK, NY
Past
August 14, 2018 - August 28, 2019
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
January 31, 2018 - August 8, 2018
B. RILEY WEALTH ADVISORS, INC.
RIA
CRD#: 115927
WESTBURY, NY
Past
November 12, 2014 - August 8, 2018
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
WESTBURY, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
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
RR
California(10/3/2019)
RR
Colorado(5/27/2020)
RR
Connecticut(9/5/2019)
RR
Delaware(3/3/2025)
RR
Florida(10/3/2019)
RR
Georgia(12/16/2019)
RR
Kentucky(1/18/2024)
RR
Maryland(1/17/2020)
RR
Massachusetts(1/17/2020)
RR
Missouri(12/13/2019)
RR
Nevada(3/1/2024)
RR
New Hampshire(8/18/2023)
RR
New Jersey(9/5/2019)
IAR
New Jersey(3/31/2025)
RR
New York(9/5/2019)
IAR
New York(3/31/2025)
RR
North Carolina(1/5/2024)
RR
Pennsylvania(10/3/2019)
RR
Rhode Island(3/25/2023)
RR
South Carolina(10/25/2024)
RR
Texas(9/4/2020)
IAR
Texas(3/31/2025)
RR
Virginia(1/7/2020)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Westbury, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
