Inactive

Jonathan Schott

Lebenthal Global Advisors, LLC

CRD 7735109

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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:

Current Employers

Lebenthal Global Advisors, Llc

200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-08-24

NY RA
APPROVED

Since 2023-08-24

Branch Locations

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

Organization	City	State	From	To
Lebenthal Global Advisors, Llc	Hauppauge	NY	01/2023	Present
Wendy's	Seaford	NY	01/2018	12/2022
Hofstra University	Long Island	NY	09/2019	12/2022
Massapequa Public School	Massapequa	NY	09/2015	06/2019

01/2023 → Present

Lebenthal Global Advisors, Llc

Hauppauge, NY
01/2018 → 12/2022

Wendy's

Seaford, NY
09/2019 → 12/2022

Hofstra University

Long Island, NY
09/2015 → 06/2019

Massapequa Public School

Massapequa, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-08-24

S65 Uniform Investment Adviser Law Examination

2023-08-24

View on SEC IAPD

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Nearby Investors

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ALEXANDER VICTOR ZOURIDES

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Nearby Offices

EQUITY SERVICES, INC. · HAUPPAUGE, NY

MADISON GLOBAL ADVISORS LLC · HAUPPAUGE, NY

UNITED FINANCIAL PLANNING GROUP LLC · HAUPPAUGE, NY

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