Perla Glanzberg has been an investment adviser representative at Livian & Co. since March 2014, and is not listed among the firm’s executive officers or direct owners. Perla Glanzberg holds a BA from New York City Community College.
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.
Perla Glanzberg is Senior VP, Business Development of Livian & Co. She joined the firm in February 2014 and has over 30 years of experience in the financial services industry, with a focus on US and International high net worth private wealth management. Glanzberg previously worked as a financial advisor at Wells Fargo Advisors and as a senior financial advisor at Safdie Investment Services Corp.
Perla Glanzberg’s longest registration is the current one, 12 years at Livian & Co. since 2014. Before joining Livian & Co. in 2014, Perla Glanzberg was registered through Wells Fargo Advisors, LLC and Safdié Investment Services Corp.
- Wells Fargo Advisors, LLC– · 2 yearsWeston, FL · Adviser representative · Firm CRD 19616
- Safdié Investment Services Corp.– · 1 yearAventura, FL · Adviser representative · Firm CRD 104199
Investment adviser representative registrations
Perla Glanzberg is registered as an investment adviser representative in Florida, since March 2014.
- FloridaSince 7 March 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 July 2010 |
| Series 24 | General Securities Principal Examination | 8 November 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 August 2001 |
| Series 7 | General Securities Representative Examination | 3 April 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Perla B. Glanzberg
- CRD
- 4380054
- Firm
- Livian & Co. · CRD 153771
- Office
- Aventura, FL
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- livianco.com
Where does Perla Glanzberg work?
Perla Glanzberg is an investment adviser representative registered through Livian & Co., LLC since March 2014, and is not listed among the firm’s executive officers or direct owners.
Is Perla Glanzberg a financial advisor?
Yes. Perla Glanzberg has a current investment-adviser registration in Florida, through Livian & Co. since March 2014.
How many years of experience does Perla Glanzberg have?
Perla Glanzberg has 16 years in the financial industry, since February 2010, across 3 adviser firms.
What exams has Perla Glanzberg passed?
Perla Glanzberg has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in April 2001.
Where did Perla Glanzberg work before Livian & Co.?
Before Livian & Co., Perla Glanzberg was registered through Wells Fargo Advisors, LLC, July 2010 to January 2013; Safdié Investment Services Corp., August 2004 to February 2006.
Where is Perla Glanzberg based?
Perla Glanzberg’s registered office is in Aventura, FL.
Is Perla Glanzberg registered with FINRA?
No. Perla Glanzberg has no current broker registration.
How can I verify Perla Glanzberg’s record?
Search CRD 4380054 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Perla Glanzberg’s full registration record.
