Michael Moshe Livian
Investment Adviser Representative at LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Moshe Livian has worked in the securities industry since 2019. They have passed the Series 66, 24, and 7 examinations. They are registered to provide investment advisory services in New York and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Income and Multi-Driver Portfolios - Up to $1MM | 1.00% |
| Income and Multi-Driver Portfolios - $1MM to $5MM | 0.75% |
| Income and Multi-Driver Portfolios - Above $5MM | 0.50% |
| Equity Portfolios - All Assets | 1.50% |
| Consulting - All Assets | 1.00% |
Firm-stated minimum; may be waived at the firm's discretion.
Lehmann, Livian, Fridson Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC
1 other advisor in the directory
View LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC firm profileThis profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Moshe Livian has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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