Michael Tavella has been Chief Financial Officer of Lebenthal Global Advisors since July 2017, is a control person of the firm and directly owns under 5% of it.
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 · 7 yearsHauppauge, NY · Adviser representative · Firm CRD 283303
Investment adviser representative registrations
Michael Tavella is registered as an investment adviser representative in 3 states. The first approvals date from September 2019; the most recent is Texas, in October 2021.
- New JerseySince 5 September 2019
- New YorkSince 15 July 2021
- TexasSince 13 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 September 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 30 January 2013 |
| Series 7 | General Securities Representative Examination | 22 August 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael John Tavella
- CRD
- 6106362
- Firm
- Lebenthal Global Advisors · CRD 283303
- Role
- Chief Financial Officer
- Office
- 200 PARKWAY DRIVE SOUTH, SUITE 200, Hauppauge, NY 11788
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Tavella work?
Michael Tavella has been Chief Financial Officer of Lebenthal Global Advisors, LLC since July 2017, and is a control person of the firm.
Is Michael Tavella a financial advisor?
Yes. Michael Tavella has a current investment-adviser registration in New Jersey, New York and Texas, through Lebenthal Global Advisors since September 2019.
How many years of experience does Michael Tavella have?
Michael Tavella has 7 years in the financial industry, since September 2019, across 1 adviser firm.
What exams has Michael Tavella passed?
Michael Tavella has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2012. FINRA credited Michael Tavella with the SIE, which began in October 2018.
Where is Michael Tavella based?
Michael Tavella’s registered office is in Hauppauge, NY.
Is Michael Tavella registered with FINRA?
No. Michael Tavella has no current broker registration.
How can I verify Michael Tavella’s record?
Search CRD 6106362 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Tavella’s full registration record.