Jonathan
Schott
Lebenthal Global Advisors, LLC
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About this Advisor
Jonathan Schott is a financial advisor based in Hauppauge, New York, working with Lebenthal Global Advisors, LLC. Jonathan has previously held positions at Lebenthal Global Advisors, LLC, Wendy's, Hofstra University, Alfred G. Berner Middle School, and Massapequa Public School. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Jonathan is part of Lebenthal Global Advisors, LLC, which operates out of Hauppauge, New York. 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
Jonathan Schott Work History
Lebenthal Global Advisors, LLC
Hofstra University
Wendy'S
Massapequa Public School
Alfred G. Berner Middle School
Disclosures
Please visit the SEC profile of Jonathan Schott 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
San Juan, PR
Hauppauge, NY
Jericho, NY
Centennial, CO
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