Ivan
Negron-Ramos
Lebenthal Global Advisors, LLC
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About this Advisor
Ivan Negron-Ramos is a financial advisor operating in Hauppauge, New York. Negron-Ramos currently works for Lebenthal Global Advisors, LLC. The advisor has gained experience at Local Redevelopment Authority For Roosevelt Roads, Cetera Advisors Network LLC, Negrón-Ramos - Cpa Financial Planners, Negrón-Ramos LLC, Lebenthal Global Advisors, LLC and Lebenthal Financial Services, Inc. Negron-Ramos maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in . Lebenthal Global Advisors, LLC is an advisory company based in Hauppauge, NY. It has offices in seven locations and a total of 20 financial advisors. It handles $637 million in total assets across its 3,058 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 3,058 customer accounts, just 6% are held by high-net-worth investors who have at least $1 million in investable assets. The business offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on the financial services provided. However, fee types billed by Lebenthal Global Advisors, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lebenthal Global Advisors, LLC Brokerage Details
$637,425,770
20
3,058
$208,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ivan Negron-Ramos Work History
Ivan has been registered as a financial advisor for 0 years.*
Lebenthal Global Advisors, LLC
Lebenthal Financial Services, Inc
Negrón-Ramos - Cpa Financial Planners
Cetera Advisors Network LLC
Negrón-Ramos LLC
Local Redevelopment Authority For Roosevelt Roads
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ivan Negron-Ramos 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
Hauppauge, NY
Aurora, CO
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Jericho, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
