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Craig Ari Lieber

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
692 clients
Average Client Portfolio
$431K average
Assets Under Management
$297.9M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.20%
$500K - $1.0M1.90%
$1.0M - $4.0M1.60%
$4.0M - $5.0M1.30%
$5M+1.20%

Fees/Commissions are negotiable with each Advisory Client. SCM will accept accounts below dollar minimum at its discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

300 Hempstead Turnpike Suite 100, West Hempstead, NY, 11552

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Craig operates under the DBA Central Securities of America for his securities business. He is also insurance licensed, selling term life and fixed annuities, dedicating a few hours per week.

Employment History
Current Registrations
Saxony Capital Management, LLC
January 2006 - Present · 20 yrs 1 mo
Saxony Securities, INC.Broker
January 2005 - Present · 21 yrs 1 mo
Previous Registrations
Lantern Investments, INC.Broker
March 2000 - February 2005 · 4 yrs 11 mos
Vision Securities INC.Broker
August 1997 - April 2000 · 2 yrs 8 mos
Vision Securities INC.Broker
July 1997 - August 1997 · 1 mo
Nichols, Safina, Lerner & CO. INC.Broker
May 1997 - July 1997 · 2 mos
State Registrations9 states
CACTFLNCNJNVNYORVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.