Julian Treves is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with XY INVESTMENT SOLUTIONS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| XY INVESTMENT SOLUTIONS, LLC | 2025-07-28 | present | Yes |
| AVISE FINANCIAL COOPERATIVE, INC. | 2025-01-24 | 2025-06-25 | — |
| CREATIVE FINANCIAL DESIGNS, INC. | 2024-02-15 | 2024-12-31 | — |