Perla B. Glanzberg
Professional summary
Perla B. Glanzberg, who also goes by Perla B. Michaane-glanzberg, is a registered financial advisor currently at LIVIAN & CO. located in Aventura, Florida.
Perla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Perla has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Perla B. Glanzberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2014 - Present
LIVIAN & CO.
July 13, 2010 - January 10, 2013
WELLS FARGO CLEARING SERVICES, LLC
January 14, 2010 - January 10, 2013
WELLS FARGO CLEARING SERVICES, LLC
August 5, 2004 - February 17, 2006
SAFDIE INVESTMENT SERVICES CORP.
April 5, 2001 - January 13, 2010
SAFDIE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
LIVIAN & CO.
CRD#: 153771 / SEC#: 801-71406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/7/2014)
Exams
Current Firm
LIVIAN & CO.
CRD#: 153771 / SEC#: 801-71406
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 127 |
| AUM (Assets Under Management) | $ 143,667,429 |
Red Flags
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