Marc Alan Liberman
Investment adviser representative at Aegis Capital Corp.
15 yearsExperience
1 stateRegistered in
$1.8BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Aegis Capital Corp.Apr 2024 to now
- B. Riley Wealth Advisors, Inc.Jul 2022 to Apr 2024
- B. Riley Wealth ManagementApr 2021 to Apr 2024
- Morgan StanleyJan 2018 to Apr 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2021
- Morgan Stanley Smith BarneyNov 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Aegis Capital Corp.
$1.8BAssets managed
3,083Clients
97Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1678285
- Firm CRD
- 15007