TrueAdvisor
TrueAdvisor
EB
EB

Ely Bangiyev

Lebenthal Global Advisors, LLC
10 Years of Experience
Astoria, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Ely Bangiyev is a registered investment advisor at Lebenthal Global Advisors, LLC, based in Astoria, NY, with 10 years of industry experience. Ely 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

36-36 33rd St., Suite 100, Astoria, NY, 11106

Get directions

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.
Financial
August 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ely is a licensed independent insurance producer with Crump Life Insurance since 2011, dedicating a few hours per week. Ely also works as a registered representative and investment advisor representative with Lebenthal Financial Services Inc. and Lebenthal Global Advisors, LLC, respectively, and owns BB Tax & Advisory Inc. (NY Tax Doctors) and Knickerbocker Laundry Services LLC, spending nearly full-time hours on the former and about a quarter of his time on the latter.

Employment History
Current Registrations
Lebenthal Global Advisors, LLC
August 2021 - Present · 5 yrs 2 mos
Lebenthal Financial Services, INC.
May 2019 - Present · 7 yrs 5 mos
Lebenthal Financial Services, INC.Broker
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Hd Vest Investment ServicesBroker
December 2016 - July 2018 · 1 yr 7 mos
AXA Advisors, LLCBroker
September 2016 - January 2017 · 4 mos
Mbsc Securities CorporationBroker
March 2015 - August 2016 · 1 yr 5 mos
State Registrations3 states
FLNCNY
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.
More Advisors
More financial advisors in Astoria, NY →All financial advisors in New York →