Scott Lieb is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with CITIZENS SECURITIES, INC., CLARFELD FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLARFELD FINANCIAL ADVISORS, LLC | 2026-05-11 | present | Yes |
| CITIZENS SECURITIES, INC. | 2026-05-11 | present | Yes |
| LION STREET ADVISORS, LLC | 2024-08-20 | 2025-04-23 | — |
| J.P. MORGAN SECURITIES LLC | 2024-06-05 | 2024-08-01 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2019-04-27 | 2024-08-05 | — |