Julius R. Leiman-carbia

MOMENT ADVISORS

NEW YORK, NY 10006

Some features on this profile are disabled

CRD#: 2468086

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, Series 3, Series 7, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julias Raphael Leimancarbia | Julius Raphael Leimancarbia

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

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 15, 2025 - Present

MOMENT ADVISORS, LLC

Office #1: 101 Greenwich Street Floor 9, New York, NY 10006

RIA

CRD#: 325262

NEW YORK, NY

Current

November 7, 2023 - Present

MOMENT MARKETS, LLC

Office #1: 101 Greenwich St 9d, New York, NY 10006

CRD#: 10510

NEW YORK, NY

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.

Highlighted states indicate IAR registrations

MOMENT ADVISORS, LLC

CRD#: 325262 / SEC#: 801-129894

RIA

Registered Investment Advisory firm - (12/13/2024 Terminated)

New York

Registered Investment Advisory firm - (7/15/2025 Approved)

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).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

101 Greenwich Street Floor 9, New York, NY 10006

Mailing Address

Phone number

(551) 775-2340

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Red Flags

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.

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Julius R. Leiman-carbia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MOMENT MARKETS, LLC

WEALTHFRONT BROKERAGE LLC

CARTA SECURITIES, LLC

MUFG SECURITIES AMERICAS INC.

J.P. MORGAN CLEARING CORP.

J.P. MORGAN SECURITIES LLC

CITIGROUP GLOBAL MARKETS PUERTO RICO INC.

CITIGROUP GLOBAL MARKETS INC.

J.P. MORGAN SECURITIES INC.

GOLDMAN SACHS & CO. LLC

SMITH NEW COURT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2025

Series 63

Date: 8/4/1994

SIE

Date: 10/1/2018

Series 3

Date: 1/23/1996

Series 7

Date: 6/30/1994

Series 14

Date: 1/2/2023

Series 24

Date: 8/8/1995

FINRA

Current Firm

MOMENT ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

MOMENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors