Brett Liberman (CRD# 6384575) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York, NY and has over 9 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | New York, NY | Aug 2019 - Current | 4 |
| Jp Morgan Securities, LLC | New York, NY | Aug 2018 - Aug 2019 | 1 |
| Jp Morgan Chase Bank, N.a. | New York, NY | Aug 2018 - Aug 2019 | 1 |
| National Asset Management Inc. | Westbury, NY | Jan 2018 - Jul 2018 | < 1 |
| National Securities Corporation | Westbury, NY | Aug 2014 - Jul 2018 | 3 |
| Unemployed | Garden City, NY | Sep 2013 - Jul 2014 | < 1 |
| University Of Maryland | New York, NY | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- NJ
- NY
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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