Tracy Byrnes
Investment adviser representative at Lebenthal Global Advisors, LLC
11 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
11 years in the industry.
- Lebenthal Global Advisors, LLCApr 2025 to now
- Lebenthal Financial Services, Inc.Apr 2025 to now
- UBS Financial Services Inc.Oct 2018 to Apr 2025
- Thestreet.comMar 2017 to Oct 2018
- Tracy Byrnes Consulting ServicesMar 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
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
- 7034149
- Firm CRD
- 283303