Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-12 |
| NY | RA | APPROVED | 2021-06-09 |
Branch Locations
Boca Raton, FL • United States
565 Montgomery Street, Brooklyn, NY 11225 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A Lieblich & Co | Brooklyn | NY | 10/1980 | Present |
| Avantax Investment Services, Inc. | Brooklyn | NY | 09/1989 | 12/2020 |
| Avantax Advisory Services | Brooklyn | NY | 08/1993 | 12/2020 |
| Jean Walker Descendants Gst Trust Fbo David Walker | Saddle River | NJ | 09/2011 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2021 | Present |
1. Tax Preparation and accounting services, Lieblich Financial Services; as of 1/4/2021; 20% Time spent during business hours; Conducted at branch; Not investment related. 2. Co-Owner, 565 Montgomery Street, LLC, an entity created for the purpose of buying and managing residential real estate in Brooklyn, NY, as of 03/23/2007; 0% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner of rental property located in Jerusalem, Israel, as of 10/20/2021; 0% time spent during business hours; Not conducted at branch location; Investment related. 4. Fixed insurance sales; Located at 565 Montgomery Street, Brooklyn, NY 11225, as of 11/05/2025; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-29 |
Reach out to this advisor