Roman Vladimirovich Livson
Professional Summary
Roman Vladimirovich Livson, who also goes by Roman V. Livson, is a registered financial advisor currently at PANTHERS CAPITAL MANAGEMENT LLC located in Boca Raton, Florida. Roman is registered as a RR (Registered Representative) and started their career in finance in 2001. Roman has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Roman V. Livson
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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 on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
PANTHERS CAPITAL MANAGEMENT LLC
Contact Information
Main Address
20156 Castle Stuart Avenue, Boca Raton, FL 33434Mailing Address
20156 Castle Stuart Avenue, Boca Raton, FL 33434Phone Number
(917) 545-7743Established
Florida since 03/20/2025Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (20 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/1/2026)
(5/26/2026)
(6/4/2026)
(6/2/2026)
(5/12/2026)
(5/15/2026)
(6/16/2026)
(5/27/2026)
(6/18/2026)
(6/1/2026)
(5/21/2026)
(5/29/2026)
(5/12/2026)
(6/5/2026)
(6/17/2026)
(6/16/2026)
(8/19/2026)
(5/26/2026)
(6/22/2026)
(7/28/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Sep 2025About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Roman Vladimirovich Livson's CRS (Customer Relationship Summary).
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