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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-31-2017
- Office Locations
- 11
Office Locations
About Lebenthal Global Advisors, LLC
Lebenthal is a New Yorkbased independent wealth platform spanning Lebenthal Financial Services (full-service broker-dealer), Lebenthal Global Advisors, and a dedicated planning team. They deliver goal-driven portfolio management and financial planningretirement, estate, tax, insurance, and educationgrounded in a disciplined, responsible, long-term approach. Serves clients nationwide with offices beyond NY and supports retail and institutional relationships (Schwab, Raymond James).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DOMINICK TAVELLA
Chief Investment Officer, Managing Member, Owner, President
- CRD
- #1069864
- Ownership
- 50% but less than 75%
MICHAEL AVERY HARTZMAN
President
- CRD
- #2216133
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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ELY BANGIYEV
Principal
- CRD
- #6424328
RANDOLPH GEORGE BELONZI
--
- CRD
- #1651730
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $948,706,733 | $268,984 |
| Non-Discretionary | $23,141,703 | $1,217,984 |
| Total | $971,848,436 | $274,069 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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