Joseph Dipierro has been an investment adviser representative at Lebenthal Global Advisors since October 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.
- – present · 4 yearsMarco Island, FL · Adviser representative · Firm CRD 283303
Investment adviser representative registrations
Joseph Dipierro is registered as an investment adviser representative in 2 states. The first approvals date from October 2021; the most recent is New York, in November 2021.
- FloridaSince 28 October 2021
- New YorkSince 10 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 June 2005 |
| Series 7 | General Securities Representative Examination | 2 June 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Daniel Dipierro
- CRD
- 4962502
- Firm
- Lebenthal Global Advisors · CRD 283303
- Office
- 606 Bald Eagle Dr., Marco Island, FL 34145
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Dipierro work?
Joseph Dipierro is an investment adviser representative registered through Lebenthal Global Advisors, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Dipierro a financial advisor?
Yes. Joseph Dipierro has a current investment-adviser registration in Florida and New York, through Lebenthal Global Advisors since October 2021.
How many years of experience does Joseph Dipierro have?
Joseph Dipierro has 4 years in the financial industry, since October 2021, across 1 adviser firm.
What exams has Joseph Dipierro passed?
Joseph Dipierro has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 2005.
Where is Joseph Dipierro based?
Joseph Dipierro’s registered office is in Marco Island, FL.
Is Joseph Dipierro registered with FINRA?
No. Joseph Dipierro has no current broker registration.
How can I verify Joseph Dipierro’s record?
Search CRD 4962502 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Dipierro’s full registration record.