Adam S. Liebman

ACCORDANT INVESTMENTS LLC

Chappaqua, NY

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CRD#: 5074568

Professional summary

Adam Scott Liebman is a registered financial advisor currently at ACCORDANT INVESTMENTS LLC located in Chappaqua, New York and ALPS DISTRIBUTORS, INC. located in Scottsdale, Arizona.

Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Adam has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Accordant Investments, LLC; Investment-Related; 6710 E Camelback Rd Suite 100 Scottsdale, AZ 85251; RIA; Executive Director-Investments; 11/13/2023; 160 Hrs/Mon; 130 Hrs/Mon During Trading Hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Scott Liebman's 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

May 16, 2025 - Present

ACCORDANT INVESTMENTS LLC

RIA

CRD#: 325678

Chappaqua, NY

Current

December 6, 2023 - Present

ALPS DISTRIBUTORS, INC.

Office #1: 6710 E. Camelback Suite 100, Scottsdale, AZ 85251

CRD#: 16853

Scottsdale, AZ

Past

April 29, 2016 - September 13, 2023

MORGAN STANLEY

RIA

CRD#: 149777

New York, NY

Past

April 27, 2016 - September 13, 2023

MORGAN STANLEY

CRD#: 149777

New York, NY

Past

March 19, 2014 - December 16, 2015

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

NEW YORK, NY

Past

November 6, 2013 - December 16, 2015

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

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".

ACCORDANT INVESTMENTS LLC

ACCORDANT ADVISORS LLC | ACCORDANT INVESTMENTS LLC

CRD#: 325678 / SEC#: 801-128031

RIA

Registered Investment Advisory firm - (6/20/2023 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Arizona
(6/16/2025)

New York
(12/6/2023)

IAR

New York
(5/16/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/19/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ACCORDANT INVESTMENTS LLC

ACCORDANT ADVISORS LLC | ACCORDANT INVESTMENTS LLC

CRD#: 325678 / SEC#: 801-128031

RIA

Registered Investment Advisory firm - (6/20/2023 Approved)

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Contact information

Main Address

6710 E. Camelback Rd, Suite 100, Scottsdale, AZ 85251-2031

Mailing Address

Phone number

(602) 609-2193

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 163,975,639

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

Adam S. Liebman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Scott Liebman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPS DISTRIBUTORS, INC.

MORGAN STANLEY

MORGAN STANLEY

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

ACCORDANT INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2014

SIE

Date: 10/1/2018

Series 7

Date: 11/6/2013

FINRA

Current Firm

ACCORDANT INVESTMENTS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCORDANT INVESTMENTS LLC

TRUST BUT VERIFY

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