Randolph George Belonzi
Investment adviser representative at Lebenthal Global Advisors, LLC
10 yearsExperience
1 stateRegistered in
$971.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Lebenthal Global Advisors, LLCMay 2019 to now
- Lebenthal Financial Services, Inc.Oct 2018 to now
- Coltrain Funding LLCJun 2016 to now
- American Portfolios Financial Services, Inc.Aug 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lebenthal Global Advisors, LLC
$971.8MAssets managed
2,465Clients
25Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1651730
- Firm CRD
- 283303