Unclaimed Profile

Thomas Francis Katovitz

LEBENTHAL GLOBAL ADVISORS, LLC·HAUPPAUGE, New York

Clean recordLEBENTHAL GLOBAL ADVISORS, LLC

200 PARKWAY DRIVE SOUTH, HAUPPAUGE, NY 11788CRD# 1136616Firm CRD# 283303

Profile Verification

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

Identity

Thomas Francis Katovitz · HAUPPAUGE, NY

Registration

CRD #1136616 · LEBENTHAL GLOBAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Francis Katovitz is a registered financial advisor based in HAUPPAUGE, New York, affiliated with LEBENTHAL GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEBENTHAL GLOBAL ADVISORS, LLC

AUM

$713M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEBENTHAL GLOBAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1136616

Firm CRD# 283303

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Francis Katovitz offer?

Thomas Francis Katovitz specializes in Financial Planning, Investment Management. Contact their office in HAUPPAUGE, New York for a consultation.

What are Thomas Francis Katovitz's credentials?

Thomas Francis Katovitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Francis Katovitz located?

Thomas Francis Katovitz 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 Thomas Francis Katovitz charge for services?

Thomas Francis Katovitz'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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