Michael Lieberman (CRD# 4243712) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manhasset, NY and has over 23 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Manhasset, NY | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Manhassat, NY | Jan 2020 - Jan 2024 | 4 |
| Lpl Financial, LLC | Garden City, NY | Dec 2015 - Jan 2020 | 4 |
| Capital One Sharebuilder, Inc. | Cedarhurst, NY | Jan 2015 - Dec 2015 | < 1 |
| Sharebuilder 401k | Seattle, WA | Jan 2015 - Dec 2015 | < 1 |
| Nfb Investment Services Corp. | Melville, NY | Jan 2005 - Dec 2015 | 10 |
| Greenpoint Securities LLC | Lake Success, NY | Jan 2004 - Dec 2015 | 11 |
| Metro Agency | Lake Success, NY | Jan 2001 - Dec 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
| S63 | Uniform Securities State Law Examination | Oct 2000 |
- FL
- NY
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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