Everett Youngberg has been an investment adviser representative at Lebenthal Global Advisors since September 2020, and is not listed among the firm’s executive officers or direct owners.
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.
Everett Youngberg’s longest registration was 9 years at Capital Guardian Wealth Management, LLC (2009–2018). Before joining Lebenthal Global Advisors in 2020, Everett Youngberg was registered through Avenir Private Advisors, LLC and Capital Guardian Wealth Management, LLC.
- – present · 6 yearsBoynton Beach, FL · Adviser representative · Firm CRD 283303
- Avenir Private Advisors, LLC– · 1 yearBoynton Beach, FL · Adviser representative · Firm CRD 298064
- Capital Guardian Wealth Management, LLC– · 9 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 131631
- Citigroup Global Markets Inc.– · 7 yearsBoca Raton, FL · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Everett Youngberg is registered as an investment adviser representative in Florida, since September 2020.
- FloridaSince 10 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 February 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 August 1986 |
| Series 7 | General Securities Representative Examination | 18 May 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Everett Scott Youngberg
- CRD
- 1370715
- Firm
- Lebenthal Global Advisors · CRD 283303
- Office
- 1375 Gateway Blvd, Suite 13, Boynton Beach, FL 33426
- Registration
- Investment adviser registration
- In the industry since
- December 1987
- Disciplinary history
- Not yet shown here · SEC record
Where does Everett Youngberg work?
Everett Youngberg is an investment adviser representative registered through Lebenthal Global Advisors, LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Everett Youngberg a financial advisor?
Yes. Everett Youngberg has a current investment-adviser registration in Florida, through Lebenthal Global Advisors since September 2020.
How many years of experience does Everett Youngberg have?
Everett Youngberg has 38 years in the financial industry, since December 1987, across 4 adviser firms.
What exams has Everett Youngberg passed?
Everett Youngberg has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1985. FINRA credited Everett Youngberg with the SIE, which began in October 2018.
Where did Everett Youngberg work before Lebenthal Global Advisors?
Before Lebenthal Global Advisors, Everett Youngberg was registered through Avenir Private Advisors, LLC, November 2018 to February 2020; Capital Guardian Wealth Management, LLC, June 2009 to November 2018; Citigroup Global Markets Inc., February 2002 to May 2009.
Where is Everett Youngberg based?
Everett Youngberg’s registered office is in Boynton Beach, FL.
Is Everett Youngberg registered with FINRA?
No. Everett Youngberg has no current broker registration.
How can I verify Everett Youngberg’s record?
Search CRD 1370715 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Everett Youngberg’s full registration record.