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Current Employers
Lebenthal Global Advisors, Llc

200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-18
FL RA APPROVED 2019-10-08
  • NY RA
    APPROVED
    Since 2021-07-18
  • FL RA
    APPROVED
    Since 2019-10-08

Branch Locations

500 N. Broadway Suite 238, Jericho, NY 11753 • United States

200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lebenthal Financial Services, Inc. Jericho NY 06/2015 Present
Lebenthal Global Advisors, Llc Jericho NY 04/2019 Present
Lebenthal Financial Services, Inc. Jericho NY 04/2019 Present
  • 06/2015 → Present
    Lebenthal Financial Services, Inc.
    Jericho, NY
  • 04/2019 → Present
    Jericho, NY
  • 04/2019 → Present
    Lebenthal Financial Services, Inc.
    Jericho, NY
Other Businesses

(1) Licensed Independent Insurance Producer; Not investment-related; life and annuity products. (2) Lebenthal Financial Services, Inc.; Investment-Related; Jericho, NY; Operations Professional Since 2015; Registered Representative Since 2019. (3) Lebenthal Global Advisors, LLC; Investment-Related; Jericho, NY; Investment Adviser Representative Since 2019.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-22
  • S66 Uniform Combined State Law Examination
    2019-04-22
Other Names
  • Amanda Hartzman
  • Amanda Khait
  • Amanda Lauren Hartzman

View on SEC IAPD

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