Herbert Lars Refvik
Investment adviser representative at Lebenthal Global Advisors, LLC
11 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
11 years in the industry.
- Lebenthal Global Advisors, LLCJan 2026 to now
- Lebenthal Financial ServicesJan 2026 to now
- MML Investors Services, LLCJun 2022 to Dec 2025
- Massmutual Life Insurance CompanyMay 2022 to Dec 2025
- Nylife Securities LLCMar 2020 to Apr 2022
- New York Life Insurance Co.Oct 2018 to Apr 2022
- UnemployedFeb 2018 to Sep 2018
- Apple HondaJun 2017 to Feb 2018
- 631 Insider IncDec 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
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
- 7049633
- Firm CRD
- 283303