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Adam Gabriel Judd

Liontree Advisors LLC

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About Adam Gabriel Judd

Adam Judd is a financial professional with over 10 years of experience in the industry. Adam is currently registered with Liontree Advisors LLC and holds the Series 63, Series 79, and SIE licenses. Prior to joining Liontree, Adam worked at Nomura Securities International, Inc., where he was registered with both FINRA and the state of New York.

Firm Information

Adam Judd is currently registered with Liontree Advisors LLC. Liontree Advisors LLC is a Limited Liability Company formed in May 2012. The firm is registered with the SEC and has a presence in 22 states, including Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Nebraska, Nevada, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adam Judd’s Registration & Firm History

CA

10/26/2012 - Present

Liontree Advisors LLC (San Francisco CA)

NY

07/25/2011 - 10/05/2012

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Gabriel Judd.
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