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Samuel Liebman

Merrill Lynch team managing $1.25 billion goes indie

Merrill Lynch team managing $1.25 billion goes indie

By Investment News – A four-adviser team managing $1.25 billion at Merrill Lynch has left the wirehouse to form Amplius Wealth Advisors in Blue Bell, Pennsylvania. The new firm has affiliated with Dynasty Financial Partners.

$1.25bn Merrill team sets up Philadelphia-area RIA

$1.25bn Merrill team sets up Philadelphia-area RIA

By Ian Wenik, Citywire – 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.

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