Adam Liebman is a registered investment advisor at Accordant Investments LLC, based in Chappaqua, NY, with 11 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 2 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accordant Investments manages investment funds and charges management fees, which are paid indirectly by the investors in those funds. The management fees are determined on a client-by-client basis and are typically calculated monthly based on a percentage of capital invested. The fees are calculated with respect to net asset value and paid in arrears by the end of the following month. The management fees could be negotiated.
Location
Chappaqua, NY
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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.
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Adam is an Executive Director-Investments at Accordant Investments, LLC, a Registered Investment Advisor (RIA). He dedicates full-time hours to this role, including nearly full-time hours during trading hours.
Employment History
Current Registrations
Accordant Investments LLC
Alps Distributors, INC.
Alps Distributors, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.