Chief Legal Officer · Moment Advisors, LLC
Julius R. Leiman-Carbia
CRD 2468086 · Named on Form ADV at one SEC-registered adviser
At a glance
Moment Advisors, LLC, an SEC-registered asset manager based in New York, NY with $56 million in regulatory assets, lists Julius R. Leiman-Carbia on its Form ADV as Chief Legal Officer, a control person.
Firms and roles
- Moment Advisors, LLCChief Legal OfficerAsset manager · New York, NY · $56M in regulatory assets
AtlasMembers
Julius’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Maura E TommChief Executive Officer, Moment Advisors, LLC
- Ron E. SteinfeldChief Compliance Officer, Moment Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julius’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.