Keith Chatel
Investment adviser representative at Lebenthal Global Advisors, LLC
25 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
25 years in the industry.
- Lebenthal Global Advisors, LLCJan 2023 to now
- Goldman Sachs Personal Financial ManagementDec 2020 to Dec 2022
- Total Financial Advisors, LLCMay 2019 to Jun 2019
- USA Financial Securities CorporationAug 2012 to Jan 2017
- Self Employed dba My Benefits SolutionAug 2001 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4440806
- Firm CRD
- 283303