Matthew
Liebman
Amplius Wealth Advisors
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About this Advisor
Matthew Liebman is a financial advisor based in Blue Bell, Pennsylvania, working with Amplius Wealth Advisors. Matthew has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Amplius Wealth Advisors, LLC, and Purshe Kaplan Sterling Investments. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, Pennsylvania, and Texas. Currently, Matthew is part of Amplius Wealth Advisors, which operates out of Blue Bell, Pennsylvania. The firm has 12 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Amplius Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Amplius Wealth Advisors Brokerage Details
$1,268,607,505
12
2,554
$496,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Matthew Liebman Work History
Amplius Wealth Advisors, LLC
Purshe Kaplan Sterling Investments
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Matthew Liebman 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 Amplius Wealth Advisors
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
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