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JL

Julius Raphael Leiman-carbia

MOMENT ADVISORS

NEW YORK, NY

·CRD# 2468086·32 years experience

Professional Summary

Julius Raphael Leiman-carbia, who also goes by Julias Raphael Leimancarbia, Julius Raphael Leimancarbia, is a registered financial advisor currently at MOMENT ADVISORS, LLC located in New York, New York and MOMENT MARKETS, LLC located in New York, New York. Julius is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Julius has worked at 12 firms and has passed the Series 66, Series 63, SIE,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Julias Raphael Leimancarbia, Julius Raphael Leimancarbia

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Nicholas Wayne Rygiel

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Years of Experience

32 years in the financial services industry

Current & Past Employments

MOMENT ADVISORS, LLC·CRD# 325262

RIA

395 Hudson Street Floor 10, New York, NY 10014

July 15, 2025 - Present

MOMENT MARKETS, LLC·CRD# 325062

BD

395 Hudson St. 10th Floor, New York, NY 10014

November 7, 2023 - Present

WEALTHFRONT BROKERAGE LLC·CRD# 153407

BD

Palo Alto, CA

June 5, 2018 - January 13, 2023

CARTA SECURITIES, LLC·CRD# 282086

BD

San Francisco, CA

August 1, 2017 - June 4, 2018

MUFG SECURITIES AMERICAS INC.·CRD# 19685

BD

New York, NY

October 26, 2016 - April 21, 2017

J.P. MORGAN CLEARING CORP.·CRD# 28432

BD

New York, NY

May 15, 2013 - June 11, 2015

J.P. MORGAN SECURITIES LLC·CRD# 79

BD

New York, NY

April 11, 2013 - June 11, 2015

CITIGROUP GLOBAL MARKETS PUERTO RICO INC.·CRD# 40586

BD

San Juan, PR

December 15, 2006 - February 12, 2007

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

BD

New York, NY

June 15, 2005 - June 4, 2009

J.P. MORGAN SECURITIES INC.·CRD# 18718

BD

New York, NY

January 26, 2005 - April 1, 2005

GOLDMAN SACHS & CO. LLC·CRD# 361

BD

New York, NY

October 11, 1995 - January 30, 2004

SMITH NEW COURT, INC.·CRD# 10510

BD

New York, NY

July 1, 1994 - October 3, 1995

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Current Firm

MA

MOMENT ADVISORS, LLC

MOMENT ADVISORS, LLC

CRD#: 325262 / SEC#: 801-135805

RIA

Registered Investment Advisory firm - SEC (5/7/2026 Approved)

New York

Registered Investment Advisory firm - New York (6/3/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

395 Hudson Street Floor 10, New York, NY 10014

Phone Number

(551) 775-2340

# of Employees

6

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MOMENT ADVISORS, LLC DISCLOSURE BROCHURE (9/28/2026)

MOMENT ADVISORS, LLC WRAP BROCHURE (9/28/2026)

BROCHURE SUPPLEMENT FOR RADOWAN KHAN (7/14/2026)

BROCHURE SUPPLEMENT FOR JULIUS LEIMAN-CARBIA (7/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

25

AUM (Assets Under Management)

$56,295,215

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. The name of the other business - Passthrough, Inc. 2. Investment-related - No 3. The address of the other business - New York, NY 4. The nature of the other business - Technology Solutions Platform 5. Your position - Advisor 6. Title, or relationship with the other business - Advisor 7. The start date of your relationship - 11/15/2023 8. The approximate number of hours/month you devote to the other business - 1 hour per month 9. The number of hours you devote to the other business during securities trading hours - 0 hours 10. Briefly describe your duties relating to the other business - Advising on corporate matters 1. The name of the other business - Moment Advisors, LLC 2. Investment-related - Yes 3. The address of the other business - 101 Greenwich Street, 8th Floor, New York, NY 10006 4. The nature of the other business - RIA 5. Your position - CCO and General Counsel 6. Title, or relationship with the other business - CCO and General Counsel 7. The start date of your relationship - 05/2025 8. The approximate number of hours/month you devote to the other business - 10 hours per week 9. The number of hours you devote to the other business during securities trading hours - 0 hours 10. Briefly describe your duties relating to the other business - Advising on compliance and regulatory matters 1. The name of the other business - Moment Technology Inc. 2. Investment-related - No 3. The address of the other business - 101 Greenwich Street, 8th Floor, New York, NY 10006 4. The nature of the other business - Technology Service Provider 5. Your position - CCO and Chief Legal Officer 6. Title, or relationship with the other business - CCO and Chief Legal Officer 7. The start date of your relationship - 11/2023 8. The approximate number of hours/month you devote to the other business - 30 hours per week 9. The number of hours you devote to the other business during securities trading hours - 5 hours weekly 10. Briefly describe your duties relating to the other business - Advising on compliance and regulatory matters

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MA

MOMENT ADVISORS, LLC

MOMENT ADVISORS, LLC

CRD#: 325262 / SEC#: 801-135805

RIA

Registered Investment Advisory firm - SEC (5/7/2026 Approved)

New York

Registered Investment Advisory firm - New York (6/3/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

New York
(7/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2025About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Jan 1996About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Jun 1994About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Aug 1995About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Julius Raphael Leiman-carbia's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JL

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