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Lebenthal Global Advisors, LLC CRD 283303
$972M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-23 |
Branch Locations
Holtsville, NY • United States
500 N. Broadway Suite 238, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 631 Insider Inc | Holtsville | NY | 12/2015 | 06/2017 |
| Apple Honda | Riverhead | NY | 06/2017 | 02/2018 |
| Unemployed | Holtsville | NY | 02/2018 | 09/2018 |
| New York Life Insurance Co. | Medford | NY | 10/2018 | 04/2022 |
| Nylife Securities Llc | Medford | NY | 03/2020 | 04/2022 |
| Massmutual Life Insurance Company | Garden City | NY | 05/2022 | 12/2025 |
| Mml Investors Services, Llc | Garden City | NY | 06/2022 | 12/2025 |
| Lebenthal Financial Services | Jericho | NY | 01/2026 | Present |
| Lebenthal Global Advisors, Llc | Jericho | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-28 |
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