Lebenthal Global Advisors, LLC is a financial advisory firm based in Hauppauge, New York. It currently has approximately $617,425,770 of assets under management and employs about 20 people. Lebenthal Global Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Lebenthal Diversified Asset Management Inc. is a registered investment adviser based in Hauppauge, New York, established in 2011. The firm specializes in providing sub-advisory services to investment advisers and portfolio management services to Qualified Retirement Plan Services. They offer discretionary portfolio management services tailored to meet each client's needs and investment objectives. Clients can grant discretionary authority to the firm to manage their accounts, allowing them to make investment decisions without prior approval. LDAM primarily advises on mutual funds and exchange-traded funds, with investment strategies including diversified strategies, ETF strategies, tax strategies, and specialty strategies. The firm manages over $572 million in client assets on a discretionary basis as of December 31, 2022. Fees for portfolio management services range up to 2.00% and are charged on an asset-based fee basis. LDAM does not charge performance-based fees or engage in side-by-side management. The firm does not have any disciplinary events reported and does not receive compensation for client referrals. LDAM does not exercise custody over client funds and securities, and clients receive account statements directly from the custodian. The firm offers discretionary investment services and does not vote proxies on behalf of clients. LDAM has no financial commitments impairing its ability to meet client obligations.

Nestegg Advisors, Inc. is a financial advisory firm based in Hauppauge, New York. It currently has approximately $183,551,000 of assets under management and employs about 6 people. Nestegg Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and charge fees for educational courses and seminars.

United Financial Planning Group LLC is a registered investment adviser established in 2007, with Gerard Barrasso as the principal owner. The firm offers financial planning services, including complimentary initial consultations and tailored asset management services on both discretionary and non-discretionary bases. For financial planning, fees range from $1,500 to $10,000 based on complexity, with hourly consulting fees ranging from $200 to $500. Asset management fees are based on a percentage of assets under management, typically ranging from 0.75% to 1.00% for the first $1,000,000. The firm follows a passive investment strategy, focusing on diversified asset allocation aligned with client goals and risk tolerance. Clients have the option to engage in ongoing financial planning services, with fees negotiable around $1,500 per quarter. United Financial Planning Group LLC acts as a fiduciary under ERISA rules, ensuring clients' best interests are prioritized. The firm does not accept performance-based fees and provides services to individuals and small business owners without specific minimum requirements. Clients have the flexibility to choose their custodian and are encouraged to review all fees associated with investments. Gerard Barrasso, a Certified Public Accountant, also offers accounting services, creating a potential conflict of interest that is transparently disclosed.

Conrad Capital Management, Inc. is a registered investment adviser based in Hauppauge, New York, providing personalized investment advisory services since 1997. The firm offers services such as money management, concierge services, financial planning, selection of third-party managers, pension consulting, and seminars. For money management services, clients can opt for discretionary or non-discretionary services, with a minimum initial investment requirement. The firm utilizes a top-down approach to investment, focusing on mutual funds, exchange-traded funds, and individual securities. They have proprietary investment strategies and occasionally participate in initial public offerings (IPOs). The firm's investment philosophy emphasizes long-term investing and tax efficiency. Fees for money management services are based on a percentage of assets under management, with different fee schedules based on the asset value of the client's account. Financial planning services are offered at an hourly fee, with fees due upon completion of services. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, pension and profit sharing plans, trusts, estates, and corporations, with minimum account requirements. The firm's investment strategies include fundamental and technical analysis, long-term purchases, short-term purchases, and cyclical analysis. Clients have the option to grant investment discretion to the firm, allowing for the management of their accounts without prior approval for each transaction. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information.

Benjamin Securities, Inc. is a registered investment advisor founded in 1977 by Leo & Ann Benjamin. The firm offers investment management services for individuals, trusts, businesses, and foundations. Services include traditional brokerage accounts, portfolio design and management, covered call writing, and focused investment strategies. Clients can opt for discretionary or non-discretionary investment management services. The firm manages over $30 million in assets on a discretionary basis and over $3 million on a non-discretionary basis. Fees are calculated as a percentage of assets under management, typically 2% annually, and are billed monthly based on the account size and services required. Benjamin Securities, Inc. charges performance-based fees on certain strategies, with a 20% fee on capital gains. The firm employs fundamental and cyclical analysis for investment decisions, focusing on long-term strategies. Clients include individuals, high-net-worth individuals, trusts, corporations, and pension plans, with a minimum account requirement of $50,000. The firm does not have any disciplinary disclosures and does not take custody of client accounts. Benjamin Securities, Inc. acts as a fiduciary and provides a Code of Ethics to govern potential conflicts of interest. Clients have the option to select their own brokerage firm. Benjamin Securities, Inc. receives revenue sharing from sweep programs and does not have soft-dollar arrangements. The firm reviews client accounts regularly and provides comprehensive portfolio reports. Benjamin Securities, Inc. does not compensate for client referrals and does not have any financial impairments that would affect client commitments. Benjamin Securities, Inc. has limited discretionary authority for client accounts, requiring signed authorization. Clients receive proxies directly from issuers, and the firm does not accept voting authority for client securities. Benjamin Securities, Inc. maintains a transparent fee structure and provides detailed information about its team members' backgrounds and experiences.