Everett Scott Youngberg

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

• 06/2009 → 05/2017
  Capital Guardian Llc
  Miami, FL
• 06/2009 → 11/2018
  Capital Guardian Wealth Management Llc
  Belmont, NC
• 05/2017 → 06/2018
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 10/2018 → 12/2019
  Avenir Private Advisors, Llc
  Miami, FL
• 01/2020 → Present
  Lebenthal Global Advisors
  Hauppauge, NY

Previous Registrations

• 2018-11-14 → 2020-02-04
  Avenir Private Advisors, Llc
  Boynton Beach, FL
  Miami, FL
• 2009-06-25 → 2018-11-15
  Capital Guardian Wealth Management, Llc
  Miami, FL
  West Palm Beach, FL
• 2002-02-15 → 2009-05-28
  Citigroup Global Markets Inc.
  Delray Beach, FL
  Delray Beach, FL
  Boca Raton, FL

Other Businesses

1) REGISTERED TAX PREPARER - 4214 PINE CONE LANE, BOYNTON BEACH, FL 33436; PREPARING TAX RETURNS FOR INDIVIDUALS; 5% OF TIME SPENT 2) FINRA ABITRATOR, FINRA ARBITRATION PANEL, HEAR AND DECIDE FINRA DISPUTES WITH OTHER PANEL MEMBERS; 1% OF TIME SPENT 3) RENTAL PROPERTY - BOYNTON BEACH, FL 33436; REAL ESTATE RENTAL CONDO; LANDLORD; MANAGE AND COLLECT RENTS; <1% OF TIME SPENT 4) INDEPENDENT LICENSED INSURANCE AGENT; NON INVESTMENT RELATED; 1992; LIFE, VARIABLE ANNUITY & HEALTH

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-03
• S63 Uniform Securities Agent State Law Examination
  1986-08-28

Other Names

• Everett Scott Youngberg
• E. S Youngberg
• E. Scott Youngberg
• Everett S Youngberg