LIEBMAN, MATTHEW, Daniel

C16

IAR CRD 3065206·Industry start 2008-07-08

Identity

Legal name

LIEBMAN, MATTHEW, Daniel

CRD

3065206

NPN

—

Career

Previous employments

PURSHE KAPLAN STERLING INVESTMENTS2021-02-26

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED2008-09-18

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2008-07-08

Est. age

40

Age confidence

—

Est. birth year

1986

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

2

AMPLIUS WEALTH ADVISORS, LLC

IAR · Executive Officer · 2.5% ownership

AMPLIUS ASSET MANAGEMENT, LLC

Executive Officer · 2.5% ownership