Andrew Gilmartin is a CFP-designated registered investment advisor, based in Jericho, NY, with 1 years of industry experience.
Location
500 N. Broadway, Ste 238, Jericho, NY, 11753
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is a licensed insurance agent.
Employment History
Current Registrations
Lebenthal Financial Services, INC.Broker
August 2025 - Present · 8 mos
Lebenthal Global Advisors, LLC
May 2025 - Present · 11 mos
Previous Registrations
Lebenthal Global Advisors, LLC
August 2021 - September 2022 · 1 yr 1 mo
State Registrations1 state
NY
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.