Ely Bangiyev
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.
- Bba Accounting Advisors LLCJan 2026 to now
- Lebenthal Global Advisors, Inc.Aug 2019 to now
- Lebenthal Financial Services, Inc.May 2019 to now
- Bb Tax & Advisory Inc. dba NY Tax DoctorsNov 2017 to Dec 2025
- Hd Vest Advisory ServicesDec 2016 to May 2018
- Hd Vest Insurance AgencyDec 2016 to May 2018
- Hd Vest Investment ServicesDec 2016 to May 2018
- AXA Advisors, LLCSep 2016 to Dec 2016
- Bk Accountants CpasJan 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
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
- 6424328
- Firm CRD
- 283303