Claudia Jane Stern
Investment adviser representative at Lebenthal Global Advisors, LLC
10 yearsExperience
2 statesRegistered 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, LLCJan 2020 to now
- Avenir Private AdvisorsMay 2019 to Jan 2020
- UnemployedOct 2017 to Apr 2019
- Fusion Analytics Securities LLCMar 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 1934135
- Firm CRD
- 283303