Lebenthal Wealth Advisors, LLC

Lebenthal Wealth Advisors, LLC (CRD# 169612) is a financial advisory firm headquartered in New York, NY. They manage $940,657,927 in 1,092 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    941
    MILLION
  • Total Number of Accounts
    1,092
    ACCOUNTS
  • Average Account Value
    $861,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, MT, ND, NJ, NY, OR, TX, WA

Financial Advisors at Lebenthal Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Carrie G. Maglia
CRD#: 3102691
230 Park Avenue, 32nd Floor, New York, NY 10169
96
Wealthminder
score

Carrie Maglia (CRD# 3102691) is an Investment Advisor Representative working at Lebenthal Wealth Advisors, LLC in New York, NY and has over 18 years of experience in the finance industry. Carrie Maglia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William K. Joseph
CRD#: 262313
2488 Montauk Highway, Bridgehampton, NY 11932
93
Wealthminder
score

William Joseph (CRD# 262313) is an Investment Advisor Representative working at Lebenthal Wealth Advisors, LLC in Bridgehampton, NY and has over 34 years of experience in the finance industry.

3
Leigh T. Moglia
CRD#: 5326620
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

Leigh Moglia (CRD# 5326620) is an Investment Advisor Representative working at Lebenthal Wealth Advisors, LLC in New York, NY and has over 8 years of experience in the finance industry.

4
Andrew L. Stern
CRD#: 2529034
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

Andrew Stern (CRD# 2529034) is an Investment Advisor Representative working at Lebenthal Wealth Advisors, LLC in New York, NY and has over 16 years of experience in the finance industry.

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