Everett S. Youngberg

LEBENTHAL GLOBAL ADVISORS

Boynton Beach, FL 33426

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CRD#: 1370715

Professional summary

Everett Scott Youngberg, who also goes by E. S Youngberg, E. Scott Youngberg, Everett S Youngberg, is a registered financial advisor currently at LEBENTHAL GLOBAL ADVISORS, LLC located in Boynton Beach, Florida.

Everett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Everett has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

E. S Youngberg | E. Scott Youngberg | Everett S Youngberg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) REGISTERED TAX PREPARER - 4214 PINE CONE LANE, BOYNTON BEACH, FL 33436; PREPARING TAX RETURNS FOR INDIVIDUALS; 5% OF TIME SPENT 2) FINRA ABITRATOR, FINRA ARBITRATION PANEL, HEAR AND DECIDE FINRA DISPUTES WITH OTHER PANEL MEMBERS; 1% OF TIME SPENT 3) RENTAL PROPERTY - BOYNTON BEACH, FL 33436; REAL ESTATE RENTAL CONDO; LANDLORD; MANAGE AND COLLECT RENTS; <1% OF TIME SPENT 4) INDEPENDENT LICENSED INSURANCE AGENT; NON INVESTMENT RELATED; 1992; LIFE, VARIABLE ANNUITY & HEALTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Everett Scott Youngberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 10, 2020 - Present

LEBENTHAL GLOBAL ADVISORS, LLC

Office #1: 1375 Gateway Blvd Suite 13, Boynton Beach, FL 33426

RIA

CRD#: 283303

Boynton Beach, FL

Past

November 14, 2018 - February 4, 2020

AVENIR PRIVATE ADVISORS, LLC

RIA

CRD#: 298064

Boynton Beach, FL

Past

May 31, 2017 - June 29, 2018

KOVACK SECURITIES INC.

CRD#: 44848

Boynton Beach, FL

Past

June 25, 2009 - November 15, 2018

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 131631

WEST PALM BEACH, FL

Past

June 24, 2009 - June 8, 2017

CAPITAL GUARDIAN, LLC

CRD#: 137919

WEST PALM BEACH, FL

Past

February 15, 2002 - May 28, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

BOCA RATON, FL

Past

February 12, 2002 - May 28, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BOCA RATON, FL

Past

May 19, 1997 - February 15, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

January 6, 1987 - July 3, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 5, 1986 - January 5, 1987

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Past

May 23, 1985 - May 13, 1986

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEBENTHAL GLOBAL ADVISORS, LLC

LEBENTHAL GLOBAL ADVISORS, LLC | WEALTHSOURCE ADVISORY, LLC | RHINO WEALTH MANAGEMENT

CRD#: 283303 / SEC#: 801-110652

RIA

Registered Investment Advisory firm - (5/31/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/10/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/3/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/29/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/1985

General Securities Representative Examination

Current Firm

LEBENTHAL GLOBAL ADVISORS, LLC

LEBENTHAL GLOBAL ADVISORS, LLC | WEALTHSOURCE ADVISORY, LLC | RHINO WEALTH MANAGEMENT

CRD#: 283303 / SEC#: 801-110652

RIA

Registered Investment Advisory firm - (5/31/2017 Approved)

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Contact information

Main Address

200 Parkway Drive South Suite 200, Hauppauge, NY 11788

Mailing Address

Phone number

(516) 785-1800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEBENTHAL GLOBAL ADVISORS, LLC WRAP BROCHURE (2/25/2025)

LEBENTHAL GLOBAL ADVISORS, LLC DISCLOSURE BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	3,279
AUM (Assets Under Management)	$ 819,985,389

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Everett S. Youngberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Everett Scott Youngberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVENIR PRIVATE ADVISORS, LLC

KOVACK SECURITIES INC.

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

CAPITAL GUARDIAN, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES & ASSOCIATES, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

LEBENTHAL GLOBAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/1995

Series 63

Date: 8/28/1986

SIE

Date: 6/29/2018

Series 7

Date: 5/18/1985

Current Firm

LEBENTHAL GLOBAL ADVISORS, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEBENTHAL GLOBAL ADVISORS, LLC

TRUST BUT VERIFY

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