Financial ADVSR advisor directory · SEC adviser records
Lebenthal Global Advisors, LLC financial advisors in Hauppauge, NY
Every SEC-registered investment adviser representative at a Lebenthal Global Advisors, LLC office in Hauppauge, A to Z.
The short answer
14 registered advisors work at Lebenthal Global Advisors, LLC in Hauppauge, out of 23 at the firm nationwide; it ranks number 7 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.
Lebenthal Global Advisors, LLC advisors in Hauppauge, A to Z
Every Lebenthal Global Advisors, LLC advisor →- Ely BangiyevAlso a broker rep
- Nicholas E. CappelloAlso a broker rep
- Mark A. GaynoeInvestment adviser rep
- Michael A. HartzmanCertified Financial Planner · Also a broker rep
- Thomas F. KatovitzAlso a broker rep
- Frank R. LoriaAlso a broker rep
- Henry MontagCertified Financial Planner · Also a broker rep
- Jonathan RiveraInvestment adviser rep
- Jonathan SchottInvestment adviser rep
- Claudia J. SternInvestment adviser rep
- Dominick TavellaAlso a broker rep
- Michael J. TavellaCertified Financial Planner
- Philip TavellaInvestment adviser rep
- Everett S. YoungbergInvestment adviser rep
Lebenthal Global Advisors, LLC advisors in every city and state →Lebenthal Global Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lebenthal Global Advisors, LLC advisors in other cities
Jericho, NY 3Bradenton, FL 1Centennial, CO 1Charlotte, NC 1Hackensack, NJ 1Holtsville, NY 1Marco Island, FL 1New York, NY 1
Other firms in Hauppauge
All Hauppauge advisors →Ameriprise Financial Services, LLC 52Morgan Stanley 41Equity Services, Inc. 32MML Investors Services, LLC 27Osaic Wealth, Inc. 27Stifel, Nicolaus & Company, Incorporated 21Partners Capital Services, Inc. 12LPL Financial LLC 10Cetera Investment Advisers LLC 9Oppenheimer & Co. Inc. 9Gwn Securities Inc. 8Janney Montgomery Scott LLC 8
Questions
How many financial advisors does Lebenthal Global Advisors, LLC have in Hauppauge?
14 investment adviser representatives are registered at Lebenthal Global Advisors, LLC offices in Hauppauge, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 23 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.
Is Lebenthal Global Advisors, LLC one of the largest advisor employers in Hauppauge?
Lebenthal Global Advisors, LLC ranks number 7 in Hauppauge by registered advisors; Ameriprise Financial Services, LLC has the most, with 52.
How do I check a Lebenthal Global Advisors, LLC advisor in Hauppauge?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lebenthal Global Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.