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James Roman Doft

Liontree Advisors LLC

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About James Roman Doft

James Roman Doft is an investment professional with a strong focus on the financial services industry. James is a registered representative with Liontree Advisors LLC and is a member of FINRA. James holds the Series 79TO and SIE exams. James joined Liontree Advisors LLC on July 21, 2023, and is based out of the New York office.

Firm Information

James Doft 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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James Doft’s Registration & Firm History

NY

07/21/2023 - Present

Liontree Advisors LLC (New York NY)

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Licenses & Designations

BC

Issued 07/21/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Roman Doft.
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