Samuel
Liebman
Amplius Wealth Advisors
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About this Advisor
Samuel Liebman is a financial advisor based out of Blue Bell, Pennsylvania who has 2 years of relevant experience. Liebman is on the advisory team at Amplius Wealth Advisors. Liebman has gained experience at Merrill Lynch, Pierce, Fenner & Smith, Bank Of America, N.A and Amplius Wealth Advisors, LLC. Liebman holds a Series 63 license, certifying them as a securities representative, and can operate in Pennsylvania and Texas. Amplius Wealth Advisors is a registered investment business operating out of Blue Bell, PA. It handles $1 billion in assets under management across its 2,234 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,234 customer accounts, 51% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Amplius Wealth Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Amplius Wealth Advisors may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amplius Wealth Advisors Brokerage Details
$1,013,510,117
11
2,234
$453,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Samuel Liebman Work History
Samuel has been registered as a financial advisor for 2 years.*
Amplius Wealth Advisors, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel 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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