Ely Bangiyev
Ely Bangiyev is a registered investment advisor at Lebenthal Global Advisors, LLC, based in Hauppauge, NY, with 10 years of industry experience. Ely 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
200 Parkway Drive South, Suite 200, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (1)
Financial
August 2018Other 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
Lebenthal Financial Services, INC.
Lebenthal Financial Services, INC.Broker
Previous Registrations
Hd Vest Investment ServicesBroker
AXA Advisors, LLCBroker
Mbsc Securities CorporationBroker
State Registrations3 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.