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200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-29 |
| NJ | RA | APPROVED | 2019-11-19 |
| TX | RA | APPROVED_RES | 2019-11-19 |
Branch Locations
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
500 N. Broadway Suite 238, Jericho, NY 11753 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lebenthal Financial Services, Inc. | Jericho | NY | 05/2006 | Present |
| Lebenthal Global Advisors Llc | Hauppauge | NY | 05/2017 | Present |
| Lebenthal Wealth Planning, Inc. Fka Bristol Asset Management | Jericho | NY | 10/2005 | Present |
| Lebenthal Diversified Asset Management, Inc. | Jericho | NY | 06/2015 | 04/2019 |
1.) President/CCO of Lebenthal Wealth Planning, Inc. fka Bristol Asset Management Corp, 500 N. Broadway, Suite 238, Jericho, NY 11753; a RIA registered with the State of New York. 2) Crump Life Insurance Agent, investment related, 105 Maxess Road, Suite 301, Melville, NY 1174, life insurance, Start date 2006, 10 hours a month, 30 min a day during trading hours. 3) Lebenthal Partners LLC, 50% owner less then one hour a week. Mr. Hartzman has an ownership interest in Lebenthal Partners LLC, an entity that owns the Lebenthal brand and trademark rights. 4) Michael as a 49% owner of Lebenthal Global Advisors has entered into an agreement with interactive brokerage to serve as a clearing partner for LGA 5) The Lebenthal Report Podcast, not investment related, radio broadcast, Host, 1/12/2021, 4 hours a month after trading hours 6) President Bristol Capitol Corp.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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