MM
Michael Moshe Livian
CRD 4537297
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Livian & Co., Llc | Registered representative | 07/20/2026 |
| Lehmann, Livian, Fridson Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Livian & Co., Llc
Managing Member, Class A · 10% – 25% · May 2024
-
Lehmann, Livian, Fridson Advisors, Llc
Chief Executive Officer / Cco · Less than 5% · Apr 2024
-
Lehmann, Livian, Fridson Advisors, Llc
Chief Executive Officer, Chief Compliance Officer, Class B · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗