Unclaimed Profile

Michael John Tavella

LEBENTHAL GLOBAL ADVISORS, LLC·HAUPPAUGE, New York

SIE, Series 7, Series 63, Series 65CFPClean record6 years registeredLEBENTHAL GLOBAL ADVISORS, LLC

200 PARKWAY DRIVE SOUTH, HAUPPAUGE, NY 11788CRD# 6106362Firm CRD# 283303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael John Tavella · HAUPPAUGE, NY

Registration

CRD #6106362 · LEBENTHAL GLOBAL ADVISORS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

LEBENTHAL GLOBAL ADVISORS, LLC

Sep 2019 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 5, 2019

Years registered · 6

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEBENTHAL GLOBAL ADVISORS, LLC

CRD 283303 · SEC 801-110652

AUM

$713M

Regulatory assets under management

Employees

3,176 client accounts

Services offered by LEBENTHAL GLOBAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEBENTHAL GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael John Tavella offer?

Michael John Tavella specializes in Financial Planning, Investment Management. Contact their office in HAUPPAUGE, New York for a consultation.

What are Michael John Tavella's credentials?

Michael John Tavella holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael John Tavella located?

Michael John Tavella is based in HAUPPAUGE, New York, working with LEBENTHAL GLOBAL ADVISORS, LLC. Their office serves clients in the HAUPPAUGE metropolitan area and surrounding communities.

How does Michael John Tavella charge for services?

Michael John Tavella's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEBENTHAL GLOBAL ADVISORS, LLC?

LEBENTHAL GLOBAL ADVISORS, LLC has approximately 24 employees and manages $713M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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