Member · Livian & Co.
Ruth D. Safdie
CRD 5866827 · Named on Form ADV at one SEC-registered adviser
At a glance
Livian & Co., an SEC-registered wealth manager based in New York, NY with $153 million in regulatory assets, lists Ruth D. Safdie on its Form ADV as Member, a control person.
Firms and roles
- Livian & Co.MemberWealth manager · New York, NY · $153M in regulatory assets
AtlasMembers
Ruth’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Michael M. LivianChief Executive Officer, Chief Compliance Officer, Class B, Livian & Co.
- Alberto I. KamkhajiMember, Class A, Livian & Co.
- Edmond D. SafdieMember, Class A, Livian & Co.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ruth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.