LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
SEC RegisteredA SIMPLER APPROACH to managing wealth wisely
About the firm
Lebenthal is an independent, full-service broker-dealer and wealth management firm with divisions including Lebenthal Financial Services, Inc., Lebenthal Global Advisors, and Lebenthal Wealth Planning. The firm combines decades of market experience with a personalized approach to help clients build, protect, and grow their wealth through disciplined, responsible investing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-service brokerage, goal-driven financial strategies, and comprehensive wealth planning including retirement, estate, education, insurance, tax, and investment management.
Who they serve
Hardworking people pursuing cherished goals, including clients across the country served through offices in New York, Florida, and New Jersey.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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