Keith
Chatel
Lebenthal Global Advisors, LLC
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About this Advisor
Keith Chatel is a financial advisor based out of Hauppauge, New York. Chatel works at Lebenthal Global Advisors, LLC. Throughout their career, Chatel has worked at Self Employed Dba My Benefits Solution, Usa Financial Securities Corporation, Goldman Sachs Personal Financial Management, Lebenthal Global Advisors, LLC and Total Financial Advisors, LLC. Chatel has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New York. Lebenthal Global Advisors, LLC is a financial advisory firm that has its headquarters in Hauppauge, NY. It has offices in seven locations and a total of 20 advisors. It controls $637 million in assets among its 3,058 client accounts, placing it among the larger firms in the United States by assets under management. Of its 3,058 customer accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets available to invest. Lebenthal Global Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually are based on which services the firm provides the client. However, fees charged by Lebenthal Global Advisors, LLC most likely consist of some combination of 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
Keith Chatel Work History
Keith has been registered as a financial advisor for 0 years.*
Lebenthal Global Advisors, LLC
Goldman Sachs Personal Financial Management
Total Financial Advisors, LLC
Usa Financial Securities Corporation
Self Employed Dba My Benefits Solution
*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 Keith Chatel 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
Hauppauge, NY
Hauppauge, NY
Aurora, CO
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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