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Andrew Lieberman

19 Years of Experience
Broker

Andrew Lieberman is a registered investment advisor at Bny Mellon Securities Corporation, based in New York, NY, with 19 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,823 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
66 advisors
Number of Clients
3,823 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$7.1B

Fee Structure

BNY Mellon Securities Corporation (BNYSC) does not directly charge fees to individual clients. Instead, BNYSC receives a portion of the wrap fee that the client pays to the Program Sponsor. This portion typically ranges from 0.00% to 0.50% annually, depending on the Program Sponsor, the type of account, the level of support provided by BNYSC, and the size of the client’s assets in the specific investment strategy.

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Location

200 Park Avenue, New York, NY, 10166

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bny Mellon Securities CorporationBroker
August 2024 - Present · 1 yr 8 mos
Bny Mellon Securities Corporation
August 2024 - Present · 1 yr 8 mos
Bny Mellon Securities Corporation
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Citigroup Global Markets INC.
August 2022 - May 2024 · 1 yr 9 mos
Citi Global Advisory, LLC
August 2022 - June 2010 · 0 mos
Citi Private Alternatives, LLCBroker
May 2022 - May 2024 · 2 yrs
Citigroup Global Markets INC.Broker
October 2011 - May 2024 · 12 yrs 7 mos
Morgan Stanley & CO. Incorporated
September 2007 - June 2009 · 1 yr 9 mos
Morgan Stanley & CO. IncorporatedBroker
May 2007 - June 2009 · 2 yrs 1 mo
Lehman Brothers INC.Broker
April 2002 - July 2005 · 3 yrs 3 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andrew Lieberman - Financial Advisor | TrueAdvisor