Keith Chatel
Investment Adviser Representative at Lebenthal Global Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Keith Chatel is an investment adviser representative with Lebenthal Global Advisors, LLC in Hauppauge, NY, where they have been registered since 2023. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Goldman Sachs Personal Financial Management and Total Financial Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in New York.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SELF Employed DBA MY Benefits SolutionAug 2001 – Nov 2020Bayville, NY
- USA Financial Securities CorporationAug 2012 – Jan 2017Ada, MI
- Total Financial Advisors, LLCMay 2019 – Jun 2019Bethpage, NY
- Lebenthal Global Advisors, LLCJan 2023 – no end date reportedHauppauge, NY
- Goldman Sachs Personal Financial ManagementDec 2020 – Dec 2022Bethpage, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lebenthal Global Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0125
- Up to $100,0002.40%
- $100,001 - $250,0002.35%
- $250,001 - $500,0002.25%
- $500,001 - $1,000,0002.15%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Hauppauge, NY
- SEC file number:
- 801-110652
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 12, 2026
View full firm profileOther advisors at Lebenthal Global Advisors, LLC
Showing 12 of 26 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keith Chatel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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