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Aaron D Lieberman

Modera Wealth Management, LLC

Westwood, NJ

Albany, NY

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-03
  • NY RA
    APPROVED
    Since 2026-08-03

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

300 Great Oaks Blvd, Suite 300, Albany, NY 12203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Melville NY 08/2015 10/2017
Marathon Wealth Management, Inc. Melville NY 05/2017 07/2026
Modera Wealth Management, Llc Westwood NJ 08/2026 Present
Previous Registrations
Other Businesses

POWER OF ATTORNEY FOR MOTHER; INV-RELATED; NEW YORK, NY; START: 07/2014; 4 HRS/MO; 0 DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-27
S63 Uniform Securities Agent State Law Examination 1999-09-09
  • S65 Uniform Investment Adviser Law Examination
    1999-09-27
  • S63 Uniform Securities Agent State Law Examination
    1999-09-09
Designations
Other Names
  • Aaron D Liebenman

View on SEC IAPD

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Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

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