Adam Scott Liebman
Investment adviser representative at Accordant Investments LLC
10 yearsExperience
2 statesRegistered in
$186.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Accordant Investments LLCNov 2023 to now
- Alps Distributors, Inc.Nov 2023 to now
- Morgan StanleyApr 2016 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (AZ, NY).
Accordant Investments LLC
$186.4MAssets managed
2Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5074568
- Firm CRD
- 325678