Wealthsource Advisory LLC
Legal Name: LEBENTHAL GLOBAL ADVISORS, LLC
Full Contact Details
Wealthsource Advisory LLC
200 PARKWAY DRIVE SOUTH, STE 200, HAUPPAUGE, NY
516-785-1800
518-657-3149
Other Info
Based in New York, Wealthsource Advisory LLC is a limited liability company that operates under the name Lebenthal Global Advisors LLC. With 11 employees, all in advisory roles, the number of clients served by the firm remains unknown. As of May 31, 2017, it has received approval from the U.S. Securities and Exchange Commission.
Direct Owners
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DOMINICK TAVELLA
PRESIDENT, OWNER, MANAGING MEMBER owns more than 50% but less than 75%
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MICHAEL AVERY HARTZMAN
VICE PRESIDENT, OWNER owns more than 25% but less than 50%
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THOMAS FRANCIS KATOVITZ
CHIEF COMPLIANCE OFFICER owns less than 5%