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Andrew Lieberman

BNY Mellon Securities Corp.

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About Andrew Lieberman

Andrew Lieberman is a financial advisor with over 11 years of experience in the industry. Andrew currently works at BNY Mellon Securities Corp. in New York, NY and previously worked at CITI PRIVATE ALTERNATIVES, LLC, CITIGROUP GLOBAL MARKETS INC., MORGAN STANLEY & CO. INCORPORATED and LEHMAN BROTHERS INC. Andrew is registered with both FINRA and the State of New York.

Firm Information

Andrew Lieberman is currently registered with BNY Mellon Securities Corp.. BNY Mellon Securities Corp. is a Corporation formed in January 1968 and headquartered in NEW YORK, NY. The firm sponsors a wrap fee program and serves as a portfolio manager or model provider to third party wrap program sponsors. They manage approximately $6,124,034,792 in client assets, primarily for individuals, corporations, and other investment advisors. The firm is registered with the SEC and in all 50 states.
BNY Mellon Securities Corp.

240 GREENWICH STREET

NEW YORK, NY 10286-0001

$6.12B

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Lieberman’s Registration & Firm History

NY

08/28/2024 - Present

BNY Mellon Securities Corp. (New York NY)

NY

05/23/2022 - 05/06/2024

CITI PRIVATE ALTERNATIVES, LLC (New York NY)

NY

10/17/2011 - 05/06/2024

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

05/14/2007 - 06/19/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

04/17/2002 - 07/06/2005

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/03/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2022

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Lieberman.
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