Unclaimed Profile

Aaron D Lieberman

MARATHON WEALTH MANAGEMENT, INC.·MELVILLE, New York

SIE, Series 7, Series 24, Series 31, Series 63, Series 65CFPClean record9 years registeredMARATHON WEALTH MANAGEMENT, INC.

534 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 3258650Firm CRD# 289119

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron D Lieberman · MELVILLE, NY

Registration

CRD #3258650 · MARATHON WEALTH MANAGEMENT, INC. · 9 years registered

Brand Profile

Not yet started

Career History

MARATHON WEALTH MANAGEMENT, INC.

Jul 2021 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

May 2017 – Oct 2017

MELVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · May 15, 2017

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARATHON WEALTH MANAGEMENT, INC.

CRD 289119 · SEC 801-111648

AUM

$120M

Regulatory assets under management

Employees

237 client accounts

Services offered by MARATHON WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARATHON WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Aaron D Lieberman offer?

Aaron D Lieberman specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.

What are Aaron D Lieberman's credentials?

Aaron D Lieberman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Aaron D Lieberman located?

Aaron D Lieberman is based in MELVILLE, New York, working with MARATHON WEALTH MANAGEMENT, INC.. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.

How does Aaron D Lieberman charge for services?

Aaron D Lieberman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARATHON WEALTH MANAGEMENT, INC.?

MARATHON WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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