AUMdb
SB

Sally Brandt Lieb

CRD 1599468 Certified Financial Planner Chartered Financial Consultant

Firms

FirmRoleAs of
Curated Wealth Solutions, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗