Randolph George Belonzi

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

• 08/2016 → 01/2018
  American Portfolios Financial Services, Inc.
  Hauppauge, NY
• 05/2019 → Present
  Lebenthal Global Advisors, Llc
  Jericho, NY
• 10/2018 → Present
  Lebenthal Financial Services, Inc.
  Jericho, NY
• 06/2016 → Present
  Coltrain Funding Llc
  Hauppauge, NY

Other Businesses

(1) Licensed Independent Insurance Producer; Dental & Group Disability Income, Disability, Fixed Annuities, Life/Accident/Health, Long Term Care, Medicare Related Products, and Property & Casualty Insurance; Coram, NY; 8 hours per week during trading hours, 2 hours per week nights/weekends; since 1/2000. (2) Lebenthal Financial Services Inc.; Investment-Related; Jericho, NY; Registered Representative; Start Date: 10/2018. (3) Lebenthal Global Advisors, LLC; Investment-Related; Jericho, NY; Advisory Representative; Start Date: 05/2019. (4) Coltrain Funding, LLC; Mortgage Loan Officer; Hauppauge, NY; 20 hours per week; since 2016.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-19
• S63 Uniform Securities Agent State Law Examination
  1987-08-04

Other Names

• Randy Belonzi
• Randolph Belonzi