David Lieblich

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → Present
  Asher Lieblich, Cpa
  Brooklyn, NY
• 05/2012 → 12/2020
  Avantax Investment Services, Inc.
  Brooklyn, NY
• 11/2013 → Present
  Lieblich Financial Services
  Brooklyn, NY
• 01/2021 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed insurance sales; as of1/4/2021; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Tax Preparation, Lieblich Financial Services; as of 1/4/2021; less than 10% time spent during business hours; Conducted at branch; Not investment related. 2. Owner, Lieblich Financial Services Inc.; a private entity established to facilitate securities, advisory, insurance business, and tax preparation; as of 01/01/2021; 90% time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, LFS Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/26/2025; 95% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-07
• S63 Uniform Securities Agent State Law Examination
  2013-10-03

Designations

• Certified Financial Planner