Andrew Gilmartin has been an investment adviser representative at Lebenthal Global Advisors since May 2025, and is not listed among the firm’s executive officers or direct owners. Andrew Gilmartin holds a Bachelor of Science in Finance from Molloy University.
Lebenthal Global Advisors, LLC is a Hauppauge, NY firm with $972M under management, 2,465 clients and 27 advisers across 11 offices, as of its March 2026 filing.
Andrew Gilmartin is Director of Financial Planning at Lebenthal, which he joined in June 2025, and is registered with Lebenthal Global Advisors as an investment adviser representative. Before joining, he was a Client Advisor at Northern Trust Wealth Management, advising individuals and families on investment, retirement and estate planning strategies, and he began his career at a trust company.
- – present · 1 yearJericho, NY · Adviser representative · Firm CRD 283303
Professional designations
Listed by Lebenthal Global Advisors
- Certified Financial Planner® (CFP®)
- Certified Investment Management Analyst® (CIMA®)
Investment adviser representative registrations
Andrew Gilmartin is registered as an investment adviser representative in New York, since May 2025.
- New YorkSince 12 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 12 August 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 September 2025 |
| Series 7TO | General Securities Representative Examination | 20 August 2025 |
| SIE | Securities Industry Essentials Examination | 19 May 2025 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Andrew Thomas Gilmartin
- CRD
- 6603268
- Firm
- Lebenthal Global Advisors · CRD 283303
- Office
- 500 N. Broadway, Ste 238, Jericho, NY 11753
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lebenthal.com
Where does Andrew Gilmartin work?
Andrew Gilmartin is an investment adviser representative registered through Lebenthal Global Advisors, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Gilmartin a financial advisor?
Yes. Andrew Gilmartin has a current investment-adviser registration in New York, through Lebenthal Global Advisors since May 2025.
How many years of experience does Andrew Gilmartin have?
Andrew Gilmartin has 2 years in the financial industry, since April 2024, across 1 adviser firm.
What exams has Andrew Gilmartin passed?
Andrew Gilmartin has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 24. The earliest, the SIE, was passed in May 2025.
Where is Andrew Gilmartin based?
Andrew Gilmartin’s registered office is in Jericho, NY.
Is Andrew Gilmartin registered with FINRA?
Yes. Andrew Gilmartin has a current broker registration, under CRD 6603268.
Source: FINRA BrokerCheck
Is Andrew Gilmartin a CFP?
Lebenthal Global Advisors lists Andrew Gilmartin with the CFP credential (“Certified Financial Planner® (CFP®)”) on its website. CFP Board confirms certification status.
Source: Andrew Gilmartin, CFP®, CIMA® biography, lebenthal.com
How can I verify Andrew Gilmartin’s record?
Search CRD 6603268 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Andrew Gilmartin’s full registration record.