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Joseph Daniel Dipierro

Lebenthal Global Advisors, LLC

Marco Island, FL

Hauppauge, NY

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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 2021-11-10
FL RA APPROVED 2021-10-28
  • NY RA
    APPROVED
    Since 2021-11-10
  • FL RA
    APPROVED
    Since 2021-10-28

Branch Locations

606 Bald Eagle Dr., Marco Island, FL 34145 • 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 Global Advisors, Llc Marco Island FL 10/2021 Present
Transcanada / Ravenswood Long Island City NY 01/2014 08/2021
Other Businesses

Licensed insurance agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-09
S63 Uniform Securities Agent State Law Examination 2005-06-16
  • S65 Uniform Investment Adviser Law Examination
    2021-09-09
  • S63 Uniform Securities Agent State Law Examination
    2005-06-16
Other Names
  • Joe Dipierro

View on SEC IAPD

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CHARLES SCHWAB & CO., INC. · Marco Island, FL
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