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Mackenzie Catherine Liman is a financial advisor professional located in Brookline, MA. They specialize in financial advisory.
Mackenzie Catherine Liman - Nubian Square Investment Advisors, Llc holds an active professional license (FINRA CRD) for your protection.
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Mackenzie Catherine Liman operates Nubian Square Investment Advisors, LLC, based in Brookline, Massachusetts. The firm holds a FINRA CRD license (number 8155272), which establishes regulatory standing in the financial advisory space. This license indicates the business operates under oversight from the Financial Industry Regulatory Authority, the self-regulatory organization that governs broker-dealers and investment professionals. For clients seeking investment guidance in the Brookline area, this licensure signals compliance with federal securities regulations and industry standards.
The FINRA CRD (Central Registration Depository) license held by this firm means it operates as a registered investment advisory or broker-dealer entity subject to FINRA oversight. This regulatory designation requires adherence to specific rules around client disclosure, conflict-of-interest management, and operational conduct. Clients working with a FINRA-licensed advisor benefit from the regulatory framework that governs how investment advice is delivered and how client assets are handled, though the specific scope of services offered should be confirmed directly with the firm.