Unclaimed Profile

Matthew Daniel Liebman

AMPLIUS WEALTH ADVISORS, LLC·BLUE BELL, Pennsylvania

SIE, Series 3, Series 7, Series 9, Series 10, Series 66, Series 99TOCFAClean record17 years registeredAMPLIUS WEALTH ADVISORS, LLC

1787 SENTRY PARKWAY WEST, BLUE BELL, PA 19422CRD# 3065206Firm CRD# 312463

Profile Verification

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

Identity

Matthew Daniel Liebman · BLUE BELL, PA

Registration

CRD #3065206 · AMPLIUS WEALTH ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

AMPLIUS WEALTH ADVISORS

Feb 2021 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2008 – Mar 2021

JENKINTOWN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 66

Series 99TO

Registration record

First registered · October 17, 2008

Years registered · 17

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMPLIUS WEALTH ADVISORS, LLC

CRD 312463 · SEC 801-120341

AUM

$1.3B

Regulatory assets under management

Employees

2,554 client accounts

Services offered by AMPLIUS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AMPLIUS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Daniel Liebman offer?

Matthew Daniel Liebman specializes in Financial Planning, Investment Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.

What are Matthew Daniel Liebman's credentials?

Matthew Daniel Liebman holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Daniel Liebman located?

Matthew Daniel Liebman is based in BLUE BELL, Pennsylvania, working with AMPLIUS WEALTH ADVISORS, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.

How does Matthew Daniel Liebman charge for services?

Matthew Daniel Liebman'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 AMPLIUS WEALTH ADVISORS, LLC?

AMPLIUS WEALTH ADVISORS, LLC has approximately 12 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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