Lebenthal Global Advisors, LLC

Lebenthal Global Advisors, LLC (CRD# 283303) is a financial advisory firm headquartered in Hauppauge, NY. They manage $713,494,038 in 3,176 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
200 Parkway Drive South, Suite 200, Hauppauge, NY 11788
https://www.youtube.com/channel/ucas65twb5aoau0aargutg5a
By the Numbers
  • Total Assets Under Management
    713
    MILLION
  • Total Number of Accounts
    3,176
    ACCOUNTS
  • Average Account Value
    $224,652
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NV, NY, PA, PR, RI, SC, TN, TX, VA

Financial Advisors at Lebenthal Global Advisors, LLC
Showing 11 - 19 of 19 top financial advisors.
11
Scott Hartzman, financial advisor Jericho NY
Scott M. Hartzman
CRD#: 6667250
500 N Broadway, Suite 238, Jericho, NY 11753

Scott Hartzman (CRD# 6667250) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Jericho, NY and has over 2 years of experience in the finance industry.

12
Thomas Katovitz, financial advisor Hauppauge NY
Thomas F. Katovitz
CRD#: 1136616
200 Parkway Drive South, Suite 200, Hauppauge, NY 11788

Thomas Katovitz (CRD# 1136616) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Hauppauge, NY and has over 40 years of experience in the finance industry.

13
Amanda Khait, financial advisor Jericho NY
Amanda L. Khait
CRD#: 6556149
500 N. Broadway, Suite 238, Jericho, NY 11753

Amanda Khait (CRD# 6556149) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Jericho, NY and has over 5 years of experience in the finance industry.

14
Frank Loria, financial advisor Hauppauge NY
Frank R. Loria
CRD#: 1409319
200 Parkway Drive South, Suite 200, Hauppauge, NY 11788

Frank Loria (CRD# 1409319) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Hauppauge, NY and has over 10 years of experience in the finance industry.

15
Henry Montag, financial advisor Hauppauge NY
Henry Montag
CRD#: 832513
200 Parkway Drive South, Suite 200, Hauppauge, NY 11788

Henry Montag (CRD# 832513) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Hauppauge, NY and has over 38 years of experience in the finance industry.

16
Ivan Negron-Ramos, financial advisor Hauppauge NY
Ivan Negron-Ramos
CRD#: 7272817
200 Parkway Drive South, Suite 200, Hauppauge, NY 11788

Ivan Negron-Ramos (CRD# 7272817) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Hauppauge, NY and has over 2 years of experience in the finance industry.

17
Jonathan Schott, financial advisor Hauppauge NY
Jonathan Schott
CRD#: 7735109
200 Parkway Drive South, Suite 200, Hauppauge, NY 11788

Jonathan Schott (CRD# 7735109) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Hauppauge, NY and has 1 year of experience in the finance industry.

18
Michael Tavella, financial advisor Hauppauge NY
Michael J. Tavella
CRD#: 6106362
200 Parkway Drive South, Suite 200, Hauppauge, NY 11788

Michael Tavella (CRD# 6106362) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Hauppauge, NY and has over 11 years of experience in the finance industry.

19
Philip Tavella, financial advisor Hauppauge NY
Philip Tavella
CRD#: 4838164
200 Parkway Drive South, Suite 200, Hauppauge, NY 11788

Philip Tavella (CRD# 4838164) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Hauppauge, NY and has over 19 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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