Claudia
Stern
Lebenthal Global Advisors, LLC
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About this Advisor
Claudia Stern is a financial advisor based in Charlotte, North Carolina, working with Lebenthal Global Advisors, LLC. Claudia has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Fusion Analytics Securities LLC, Lebenthal Global Advisors, LLC, and Avenir Private Advisors. Claudia has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Claudia is part of Lebenthal Global Advisors, LLC, which operates out of Charlotte, North Carolina. 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
Claudia Stern Work History
Lebenthal Global Advisors, LLC
Avenir Private Advisors
Fusion Analytics Securities LLC
Bank Of America
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Claudia Stern 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
Marco Island, FL
San Juan, PR
Hauppauge, NY
Hauppauge, NY
Jericho, NY
Hauppauge, NY
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