William Germanakos

Employer firm

Lebenthal Global Advisors, LLC CRD 283303

$972M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2018 → 09/2020
  Integrated Genetics / Labcorp
  Westborough, MA
• 09/2016 → 10/2018
  Edlogics, Llc
  Virginia Beach, VA
• 09/2005 → 09/2016
  Quest Diagnostics
  Lenexa, KS
• 09/2020 → 04/2024
  American Portfolios Financial Services, Inc.
  Lynbrook, NY
• 04/2024 → 07/2025
  Lebenthal Financial Services, Inc.
  Jericho, NY
• 04/2024 → Present
  Lebenthal Global Advisors
  Hauppauge, NY
• 03/2022 → Present
  Labcorp Genetics
  San Francisco, CA

Other Businesses

(1) LICENSED INSURANCE AGENT (2) I AM ON THE BOARD OF ADVISORS OF ED LOGICS, LLC. I HAVE 1% OWNERSHIP (3) LABCORP GENETICS, SAN FRANCISCO, CA; A GENETICS TESTING COMPANY; NOT INVESTMENT-RELATED; REGIONAL MANAGER; START DATE: 03/2022; DEVOTES 100 HOURS PER MONTH TO THIS BUSINESS; DUTIES INCLUDES SALES OF GENETIC TESTING AND SERVICE FOR DOCTORS/CLINICS/HOSPITALS.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-02
• S63 Uniform Securities Agent State Law Examination
  1995-07-28

Other Names

• Bill Germanakos
• William George Germanakos