Philip
Tavella
Lebenthal Global Advisors, LLC
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About this Advisor
Philip Tavella is a financial advisor based in West Palm Beach, Florida, working with Lebenthal Global Advisors, LLC. Philip has previously held positions at Philip Joseph, Lebenthal Global Advisors, Philip Tavella Asset Management, and Jlp Jewelry Inc. Philip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and New York. Currently, Philip is part of Lebenthal Global Advisors, LLC, which operates out of West Palm Beach, Florida. The firm has 10 offices and 24 employees. The firm manages assets totaling $713.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Lebenthal Global Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lebenthal Global Advisors, LLC Brokerage Details
$713,494,038
24
3,176
$224,652
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Philip Tavella Work History
Jlp Jewelry Inc
Lebenthal Global Advisors
Philip Tavella Asset Management
Philip Joseph
Disclosures
Please visit the SEC profile of Philip Tavella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lebenthal Global Advisors, LLC
Hauppauge, NY
Marco Island, FL
Hauppauge, NY
Hauppauge, NY
Jericho, NY
Hauppauge, NY
San Juan, PR
Hauppauge, NY
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