Julius R. Leiman-carbia

MOMENT ADVISORS

NEW YORK, NY 10014

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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.

The advisor shows no other business activity.

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: 395 Hudson Street Floor 10, New York, NY 10014

RIA

CRD#: 325262

NEW YORK, NY

Current

November 7, 2023 - Present

MOMENT MARKETS, LLC

Office #1: 395 Hudson St. 10th Floor, New York, NY 10014

CRD#: 325062

NEW YORK, NY

Past

June 5, 2018 - January 13, 2023

WEALTHFRONT BROKERAGE LLC

CRD#: 153407

Palo Alto, CA

Past

August 1, 2017 - June 4, 2018

CARTA SECURITIES, LLC

CRD#: 282086

SAN FRANCISCO, CA

Past

October 26, 2016 - April 21, 2017

MUFG SECURITIES AMERICAS INC.

CRD#: 19685

NEW YORK, NY

Past

May 15, 2013 - June 11, 2015

J.P. MORGAN CLEARING CORP.

CRD#: 28432

NEW YORK, NY

Past

April 11, 2013 - June 11, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

December 15, 2006 - February 12, 2007

CITIGROUP GLOBAL MARKETS PUERTO RICO INC.

CRD#: 40586

SAN JUAN, PR

Past

June 15, 2005 - June 4, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 26, 2005 - April 1, 2005

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

October 11, 1995 - January 30, 2004

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

July 1, 1994 - October 3, 1995

SMITH NEW COURT, INC.

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

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

State Security Law Exam

IAR

Series 66

Date: 6/5/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/4/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 1/23/1996

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/30/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 24

Date: 8/8/1995

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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).

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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.

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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 ADVISORS, LLC

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

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