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Chief Executive Officer, Chief Compliance Officer, Class B · Livian & Co.

Michael M. Livian

CRD 4537297 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Livian & Co., an SEC-registered wealth manager based in New York, NY with $153 million in regulatory assets, lists Michael M. Livian on its Form ADV as Chief Executive Officer, Chief Compliance Officer, Class B, a control person. The SEC filings also name Michael at 1 other registered adviser.

Firms and roles

  • Livian & Co.Chief Executive Officer, Chief Compliance Officer, Class BWealth manager · New York, NY · $153M in regulatory assets
  • Lehmann, Livian, Fridson Advisors, LLCChief Executive Officer / CCOWealth manager · New York, NY · $84M in regulatory assets

AtlasMembers

Michael’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.