March 2, 2021
By Ian Wenik
A quartet of ex-Merrill Lynch advisors in Pennsylvania have broken away from the wirehouse to set up their own independent RIA with Dynasty Financial Partners’ assistance.
Samuel Liebman, Matt Liebman, Aaron Marks and Patrick Swift have launched Amplius Wealth Advisors in the Philadelphia suburb of Blue Bell. The four advisors bring over four additional support staffers and were previously known as the Liebman Marks Group while at Merrill.
The four advisors advised on a combined $1.25bn while at Merrill, Dynasty Financial Partners said.