Jay
Lieberman
Macquarie Investment Management Business Trust
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About this Advisor
Jay Lieberman is a financial advisor based in Philadelphia, Pennsylvania, working with Macquarie Investment Management Business Trust. Jay has previously held positions at Waddell & Reed, Inc, Ivy Distributors, Inc, Woody Financial Group, Delaware Distributors, L.P, and Macquarie Investment Management. Jay has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in multiple states, including Alabama, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Virginia, West Virginia, and Wisconsin. Currently, Jay is part of Macquarie Investment Management Business Trust, which operates out of Philadelphia, Pennsylvania. The firm has 5 offices and 657 employees. The firm manages assets totaling $191.9 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Macquarie Investment Management Business Trust includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Macquarie Investment Management Business Trust Brokerage Details
$191,883,504,410
657
407
$471,458,242
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Jay Lieberman Work History
Delaware Distibutors, L.P
Macquarie Investment Management
Waddell & Reed, Inc
Ivy Distributors, Inc
Woody Financial Group
Disclosures
Please visit the SEC profile of Jay 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 Macquarie Investment Management Business Trust
Philadelphia, PA
Philadelphia, PA
Leawood, KS
Philadelphia, PA
Warren, NJ
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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