Michael John Tavella
Investment adviser representative at Lebenthal Global Advisors, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$971.8MFirm assets
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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
11 years in the industry.
- Lebenthal Global Advisors, LLCJul 2019 to now
- Lebenthal Diversified Asset Management Inc.Jul 2017 to now
- Grant Thornton LLPAug 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 6106362
- Firm CRD
- 283303