Julius Leiman-Carbia is a registered investment advisor at Moment Advisors, LLC, based in New York, NY, with 24 years of industry experience. Julius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Moment Advisors charges an annual investment advisory fee ranging from 0.01% to 0.60% of the value of the account holdings. The fee is based on factors such as the value of assets managed, the investment strategy used, and the complexity of the engagement. The fee is calculated daily and collected monthly. Moment may reduce or waive the fee at its discretion. The fee does not include other charges, fees, and commissions payable to Moment's affiliates or unaffiliated third parties.
Location
101 Greenwich Street, Floor 9, New York, NY, 10006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Moment Advisors, LLC
Moment Markets, LLCBroker
Previous Registrations
Wealthfront Brokerage LLCBroker
Carta Securities, LLCBroker
Mufg Securities Americas INC.Broker
J.P. Morgan Clearing CORP.Broker
J.P. Morgan Securities LLCBroker
Citigroup Global Markets Puerto Rico INC.Broker
Citigroup Global Markets INC.Broker
J.P. Morgan Securities INC.Broker
Goldman, Sachs & CO.Broker
Smith New Court, INC.Broker
State Registrations1 state
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