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Maximilian Noel Sodi

Liontree Advisors LLC

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About Maximilian Noel Sodi

Maximilian Noel Sodi is a financial professional registered with FINRA and is currently associated with Liontree Advisors LLC. Maximilian has passed the Series 79TO and SIE exams and has been in the industry since October 5, 2023. Maximilian is located in San Francisco, CA.

Firm Information

Maximilian Sodi 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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Maximilian Sodi’s Registration & Firm History

CA

10/06/2023 - Present

Liontree Advisors LLC (San Francisco CA)

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Licenses & Designations

BC

Issued 10/06/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maximilian Noel Sodi.
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