Lebenthal Financial Services, Inc.
Firm details
- Headquarters
- Jericho, New York
- CRD number
- 137988
- Registered since
- May 1, 2006
- Website
- www.lebenthalfinancial.com
Firm profile
FINTRXOverview
Lebenthal Financial Services, Inc. is organized as a corporation and has been SEC-registered since 2006. The firm is listed as individually owned and is classified in the data as "Unclassified" within the provider's taxonomy. The snapshot flags it as not being a capital allocator and not an active ESG investor. It is also marked as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Dominick Tavella
President, CIOCRD 1069864
Randi Mason
Chief Compliance OfficerCRD 722302
Contacts
3 of 27
Tracy Byrnes
Vice PresidentCRD 7034149
Amanda Khait
Registered RepresentativeCRD 6556149
Jordan Awoye
Founder & Managing PrincipalCRD 6600772
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jericho, NY
Nassau
Location
Jericho, NY
Headquartered in Jericho, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 500 N Broadway
- Time zone
- ET (UTC-5)
- Office locations
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