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LEBENTHAL GLOBAL ADVISORS, LLC

HAUPPAUGE, NY · CRD 283303 · IAPD ↗ · 516-785-1800

$971.8MRegulatory AUM
27Advisory reps
30Employees
0Clients
n/aPlanning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — LEBENTHAL GLOBAL ADVISORS, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
August 2025 — LEBENTHAL GLOBAL ADVISORS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — LEBENTHAL GLOBAL ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — LEBENTHAL GLOBAL ADVISORS, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — LEBENTHAL GLOBAL ADVISORS, LLC added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — LEBENTHAL GLOBAL ADVISORS, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.