Unclaimed Profile

Elana Mira Lieberman

ELM ADVISORS, LLC·BURLINGAME, California

Series 7, Series 63, Series 65Clean record27 years registeredELM ADVISORS, LLC

111 ANZA BOULEVARD, BURLINGAME, CA 94010CRD# 1189662Firm CRD# 135682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elana Mira Lieberman · BURLINGAME, CA

Registration

CRD #1189662 · ELM ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ELM ADVISORS, LLC

ELM ADVISORS, LLC

Jun 2005 – Apr 2022

BURLINGAME, CA

CITIGROUP GLOBAL MARKETS INC.

Jan 1999 – Apr 2005

PALO ALTO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 11, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELM ADVISORS, LLC

CRD 135682 · SEC 801-64366

AUM

$381M

Regulatory assets under management

Employees

377 client accounts

Services offered by ELM ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELM ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Elana Mira Lieberman offer?

Elana Mira Lieberman specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Elana Mira Lieberman's credentials?

Elana Mira Lieberman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elana Mira Lieberman located?

Elana Mira Lieberman is based in BURLINGAME, California, last registered with ELM ADVISORS, LLC.

How does Elana Mira Lieberman charge for services?

Elana Mira Lieberman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELM ADVISORS, LLC?

ELM ADVISORS, LLC has approximately 2 employees and manages $381M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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