Michael Livian is Chief Executive Officer, Chief Compliance Officer, Class B and Managing Member, Class A of Livian & Co., and is a control person of the firm. Michael Livian studied MSc in Economics at the University of Milan.
Livian & Co., LLC is a New York, NY firm with $153M under management, 70 clients and 3 advisers in one office, as of its April 2026 filing.
Michael Livian is Chief Executive Officer and Portfolio Manager of Livian & Co. and the firm's founder, with over 27 years of experience in the financial services industry. He was previously Chairman of the Executive Committee and Head of Asset Management at Safdie Investment Services Corp., and earlier a Managing Director at Speed Ventures and an Associate Director at Bear Stearns & Co.
Michael Livian’s longest registration is the current one, 5 years at Livian & Co. since 2021. Before joining Livian & Co. in 2021, Michael Livian was registered through Safdié Investment Services Corp.
- Lehmann, Livian, Fridson Advisors, LLCAlso current– present · 5 yearsNew York, NY · Adviser representative · Firm CRD 169980
- Safdié Investment Services Corp.– · 1 yearNew York, NY · Adviser representative · Firm CRD 104199
Professional designations
Listed by Livian & Co.
- CFA
- CEPA
Investment adviser representative registrations
Michael Livian is registered as an investment adviser representative in 2 states. The first approvals date from August 2021; the most recent is Texas, in May 2024.
- New YorkSince 24 August 2021
- TexasSince 15 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 12 December 2006 |
| Series 66 | Uniform Combined State Law Examination | 2 June 2004 |
| Series 7 | General Securities Representative Examination | 10 July 2002 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Moshe Livian
- CRD
- 4537297
- Firm
- Livian & Co. · CRD 153771
- Role
- Chief Executive Officer, Chief Compliance Officer, Class B; Managing Member, Class A
- Office
- 450 7TH AVENUE, SUITE 801, New York, NY 10123
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- livianco.com
Where does Michael Livian work?
Michael Livian is Chief Executive Officer, Chief Compliance Officer, Class B; Managing Member, Class A of Livian & Co., LLC, and is a control person of the firm.
Is Michael Livian a financial advisor?
Yes. Michael Livian has a current investment-adviser registration in New York and Texas, through Livian & Co. since August 2021.
How many years of experience does Michael Livian have?
Michael Livian has 6 years in the financial industry, since December 2019, across 3 adviser firms.
What exams has Michael Livian passed?
Michael Livian has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in July 2002.
Where did Michael Livian work before Livian & Co.?
Before Livian & Co., Michael Livian was registered through Safdié Investment Services Corp., June 2004 to February 2006.
Where is Michael Livian based?
Michael Livian’s registered office is in New York, NY.
Is Michael Livian registered with FINRA?
No. Michael Livian has no current broker registration.
Is Michael Livian a CFA charterholder?
Livian & Co. lists Michael Livian with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Michael Livian’s record?
Search CRD 4537297 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Livian’s full registration record.