Investment adviser representative · Modera Wealth Management, LLC
Aaron D. Lieberman
CRD 3258650 · Albany, NY
At a glance
Aaron D. Lieberman is an investment adviser representative with Modera Wealth Management, LLC in Albany, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aaron’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Modera Wealth Management, LLCSince August 2026Albany, NY · $18B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Aaron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.