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Aryeh Benjamin Bourkoff

Liontree Advisors LLC

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About Aryeh Benjamin Bourkoff

Aryeh Bourkoff is a securities professional with over 25 years of experience in the industry. Aryeh has held various roles at leading financial institutions, including CIBC World Markets Corp., UBS Securities LLC, and EM Securities LLC. Aryeh is currently a registered representative with Liontree Advisors LLC.

Firm Information

Aryeh Bourkoff 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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Aryeh Bourkoff’s Registration & Firm History

NY

10/05/2012 - Present

Liontree Advisors LLC (New York NY)

NY

06/18/2012 - 11/13/2012

EM SECURITIES LLC (NEW YORK NY)

NY

01/03/2000 - 04/25/2012

UBS SECURITIES LLC (NEW YORK NY)

NY

11/03/1997 - 01/10/2000

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

09/09/1997 - 11/03/1997

CIBC WOOD GUNDY SECURITIES CORP. (NEW YORK NY)

NY

02/21/1997 - 08/04/1997

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/19/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aryeh Benjamin Bourkoff.
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