Aaron
Lieberman
Marathon Wealth Management, Inc
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About this Advisor
Aaron Lieberman is a financial advisor based in Melville, New York, working with Marathon Wealth Management, Inc. Aaron has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Advisors Financial Network, LLC, and Marathon Wealth Management, Inc. Aaron has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Aaron is part of Marathon Wealth Management, Inc, which operates out of Melville, New York. The firm has 1 office and 2 employees. The firm manages assets totaling $119.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Marathon Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Marathon Wealth Management, Inc Brokerage Details
$119,623,849
2
237
$504,742
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Aaron Lieberman Work History
Marathon Wealth Management, Inc
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Aaron Lieberman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marathon Wealth Management, Inc
Melville, NY
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