James Beymer Lebenthal

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → 06/2017
  Lebenthal Asset Management
  New York, NY
• 06/2017 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2009-08-17 → 2016-12-31
  Lebenthal Asset Management, Llc
  New York, NY
• 2007-08-08 → 2008-03-04
  Idb Capital Corp.
  New York, NY
  New York, NY
• 2004-05-27 → 2007-08-03
  Levy, Harkins & Co., Inc.
  New York, NY

Other Businesses

CNBC - 900 SYLVAN AVENUE - ENGLEWOOD CLIFFS NJ 07632 - ON AIR COMMENTATOR - DURING BUSINESS HOURS - COMPENSATED - INVESTMENT-RELATED. 12+ HOURS/MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-17
• S63 Uniform Securities Agent State Law Examination
  1999-09-09

Designations

• Chartered Financial Analyst

Other Names

• James Beymer Lebenthal