Gary Slavin
Gary Slavin is a registered investment advisor at Lebenthal Global Advisors, LLC, based in Jericho, NY, with 31 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,276 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lebenthal Global Advisors charges an annual fee for managing your investments, which includes an advisory fee and a platform fee. The total fee ranges from 1.25% to 1.75% of your portfolio's value, but the maximum possible fee is 2.40%. The fee is negotiable and will be detailed in your advisory agreement. Accounts under $800,000 are typically charged a single flat fee, while larger accounts are charged on a tiered basis. The fee is billed quarterly in advance.
Location
500 N. Broadway, Jericho, NY, 11753
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Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Gary serves on the board of Professional Insurance Agents of NY and is an officer for two chambers of commerce. He also sells property/casualty and life insurance, dedicating a few hours per week, and authored a book titled 'Pebbles on a Beach'.
Employment History
Current Registrations
Lebenthal Global Advisors, LLC
Lebenthal Financial Services, INC.
Lebenthal Financial Services, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.