Unclaimed Profile

Samuel A Liebman

AMPLIUS WEALTH ADVISORS, LLC·BLUE BELL, Pennsylvania

SIE, Series 000, Series 1, Series 7TO, Series 63Clean record19 years registeredAMPLIUS WEALTH ADVISORS, LLC

1787 SENTRY PARKWAY WEST, BLUE BELL, PA 19422CRD# 309396Firm CRD# 312463

Profile Verification

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

Identity

Samuel A Liebman · BLUE BELL, PA

Registration

CRD #309396 · AMPLIUS WEALTH ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

AMPLIUS WEALTH ADVISORS

Feb 2021 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2007 – Mar 2021

JENKINTOWN, PA

UBS FINANCIAL SERVICES INC.

Sep 2006 – Jun 2007

RYDAL, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 000

Series 1

Series 7TO

Series 63

Registration record

First registered · September 12, 2006

Years registered · 19

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 Samuel A Liebman offer?

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

What are Samuel A Liebman's credentials?

Samuel A Liebman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel A Liebman located?

Samuel A 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 Samuel A Liebman charge for services?

Samuel A 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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