Perla Glanzberg, financial advisor New York NY

Perla Glanzberg

CRD Number: 4380054
Current Firm: Livian & Company

Perla Glanzberg (CRD# 4380054) is an Investment Advisor Representative working at Livian & Company in New York, NY and has over 22 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Livian & Company New York, NY Feb 2014 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Perla B. Glanzberg
Phone Number: (212) 319-8900
Firm Website: http://www.livianco.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    112
    MILLIONS
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $937,128
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, NJ, NY

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