Henry Montag has been an investment adviser representative at Lebenthal Global Advisors since August 2021, 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.
Henry Montag’s longest registration is the current one, 5 years at Lebenthal Global Advisors since 2021. Before joining Lebenthal Global Advisors in 2021, Henry Montag was registered through TLG Advisors, Inc.
- – present · 5 yearsHauppauge, NY · Adviser representative · Firm CRD 283303
- TLG Advisors, Inc.– · under a yearDix Hills, NY · Adviser representative · Firm CRD 111052
Investment adviser representative registrations
Henry Montag is registered as an investment adviser representative in New York, since August 2021.
- New YorkSince 30 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| Series 22TO | Direct Participation Programs Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 25 June 1985 |
| Series 1 | Registered Representative Examination | 20 January 1977 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- CRD
- 832513
- Firm
- Lebenthal Global Advisors · CRD 283303
- Office
- 200 PARKWAY DRIVE SOUTH, SUITE 200, Hauppauge, NY 11788
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1982
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Henry Montag work?
Henry Montag is an investment adviser representative registered through Lebenthal Global Advisors, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Henry Montag a financial advisor?
Yes. Henry Montag has a current investment-adviser registration in New York, through Lebenthal Global Advisors since August 2021.
How many years of experience does Henry Montag have?
Henry Montag has 44 years in the financial industry, since April 1982, across 2 adviser firms.
What exams has Henry Montag passed?
Henry Montag has passed 4 licensing exams: the Series 1, Series 63, Series 6TO and Series 22TO. The earliest, the Series 1, was passed in January 1977. FINRA credited Henry Montag with the SIE, which began in October 2018.
Where is Henry Montag based?
Henry Montag’s registered office is in Hauppauge, NY.
Is Henry Montag registered with FINRA?
Yes. Henry Montag has a current broker registration, under CRD 832513.
Source: FINRA BrokerCheck
How can I verify Henry Montag’s record?
Search CRD 832513 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Henry Montag’s full registration record.