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Matthew Ligman

2 Years of Experience
Berwyn, PA
BrokerSells Insurance

Matthew Ligman is a registered investment advisor, based in Berwyn, PA, with 2 years of industry experience.

Location

1189 Lancaster Avenue, Suite 101, Berwyn, PA, 19312

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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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Other Business ActivitiesSells Insurance

Matthew is a financial advisor with Merit Financial Advisors, dedicating full-time hours to providing advice to clients. He also works as an agent selling fixed insurance products, including life, health, disability, fixed annuities, and long-term care, spending minimal time on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 1 mo
Merit Financial Advisors
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2023 - March 2025 · 1 yr 6 mos
Cetera Advisors LLCBroker
August 2023 - March 2025 · 1 yr 7 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.