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Gary Slavin

Lebenthal Global Advisors, LLC
32 Years of Experience
Jericho, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gary Slavin is a registered investment advisor at Lebenthal Global Advisors, LLC, based in Jericho, NY, with 32 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,465 clients with $970M in assets under management.

Lebenthal Global Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,465 clients
Average Client Portfolio
$394K average
Assets Under Management
$971.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.40%
$100K - $250K2.35%
$250K - $500K2.25%
$500K - $1.0M2.15%
$1.0M - $5.0M2.12%
$5M+2.05%

Maximum wrap fee is 2.40% (2.00% advisory fee plus 0.40% platform fee). Clients typically pay between 1.00% and 1.50%. Smaller accounts ($800,000 or less) are typically charged a flat fee, while larger accounts use a blended tiered schedule. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 N. Broadway, Jericho, NY, 11753

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
January 2025 - Present · 1 yr 9 mos
Lebenthal Financial Services, INC.
January 2025 - Present · 1 yr 9 mos
Lebenthal Financial Services, INC.Broker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
MML Investors Services, LLC
May 2017 - January 2025 · 7 yrs 8 mos
MML Investors Services, LLCBroker
March 2017 - January 2025 · 7 yrs 10 mos
Msi Financial Services, INC.Broker
April 1994 - March 2017 · 22 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
April 1994 - July 2007 · 13 yrs 3 mos
State Registrations14 states
CTDEFLMAMDNCNJNYOHPASCSDTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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