Samuel Alan Liebman

Employer firm

Amplius Wealth Advisors CRD 312463

$1.74B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2007 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith
  Jenkintown, PA
• 07/2011 → 02/2021
  Bank Of America, N.A.
  Jenkintown, PA
• 02/2021 → Present
  Amplius Wealth Advisors, Llc
  Blue Bell, PA
• 03/2025 → Present
  Amplius Asset Management, Llc
  Blue Bell, PA

Previous Registrations

• 2007-05-18 → 2021-03-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jenkintown, PA
  Jenkintown, PA
• 2006-09-12 → 2007-06-04
  Ubs Financial Services Inc.
  Rydal, PA
  Rydal, PA

Other Businesses

1) 2/2021 Independent Licensed insurance Agent; Investment Related; Ambler, PA; Life 2) 6/2014 Wynnefield Capital; Limited Partner; Passive Investments; No time or duties to investment 3)02/2021 Liebman Family LLC; Member; non- Investment Related, Blue Bell, PA; Owner Amplius Wealth Advisors; No hours spent on business

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-05-08

Other Names

• Samuel Alan Liebman
• Samuel A Liebman