Julius Raphael Leiman-Carbia

Employer firm

Moment Advisors, LLC CRD 325262

$56.3M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Security ratings or pricing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 04/2017
  Mufg Union Bank, N.A.
  New York, NY
• 10/2016 → 04/2017
  Mufg Securities Americas Inc.
  New York, NY
• 07/2017 → 06/2018
  Eshares Securities, Llc
  San Francisco, CA
• 07/2017 → 06/2018
  Eshares Inc
  Palo Alto, CA
• 11/2023 → Present
  Moment Markets Llc
  New York, NY
• 08/2017 → 06/2018
  Carta Securities, Llc
  San Francisco, CA
• 06/2018 → 01/2023
  Wealthfront Brokerage Llc
  Palo Alto, CA
• 01/2023 → 10/2023
  Passthrough, Inc.
  New York, NY
• 05/2025 → Present
  Moment Advisors Llc
  New York, NY

Other Businesses

1. The name of the other business - Passthrough, Inc. 2. Investment-related - No 3. The address of the other business - New York, NY 4. The nature of the other business - Technology Solutions Platform 5. Your position - Advisor 6. Title, or relationship with the other business - Advisor 7. The start date of your relationship - 11/15/2023 8. The approximate number of hours/month you devote to the other business - 1 hour per month 9. The number of hours you devote to the other business during securities trading hours - 0 hours 10. Briefly describe your duties relating to the other business - Advising on corporate matters 1. The name of the other business - Moment Advisors, LLC 2. Investment-related - Yes 3. The address of the other business - 101 Greenwich Street, 8th Floor, New York, NY 10006 4. The nature of the other business - RIA 5. Your position - CCO and General Counsel 6. Title, or relationship with the other business - CCO and General Counsel 7. The start date of your relationship - 05/2025 8. The approximate number of hours/month you devote to the other business - 10 hours per week 9. The number of hours you devote to the other business during securities trading hours - 0 hours 10. Briefly describe your duties relating to the other business - Advising on compliance and regulatory matters 1. The name of the other business - Moment Technology Inc. 2. Investment-related - No 3. The address of the other business - 101 Greenwich Street, 8th Floor, New York, NY 10006 4. The nature of the other business - Technology Service Provider 5. Your position - CCO and Chief Legal Officer 6. Title, or relationship with the other business - CCO and Chief Legal Officer 7. The start date of your relationship - 11/2023 8. The approximate number of hours/month you devote to the other business - 30 hours per week 9. The number of hours you devote to the other business during securities trading hours - 5 hours weekly 10. Briefly describe your duties relating to the other business - Advising on compliance and regulatory matters

Exams

• S66 Uniform Combined State Law Examination
  2025-06-05
• S63 Uniform Securities Agent State Law Examination
  1994-08-04

Other Names

• Julias Raphael Leimancarbia
• Julius Raphael Leimancarbia