William Germanakos
Professional summary
William Germanakos, who also goes by Bill Germanakos, William George Germanakos, is a registered financial advisor currently at LEBENTHAL GLOBAL ADVISORS, LLC located in Hauppauge, New York.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Germanakos's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 23, 2024 - Present
LEBENTHAL GLOBAL ADVISORS, LLC
Office #1: 200 Parkway Drive South Suite 200, Hauppauge, NY 11788April 16, 2024 - July 21, 2025
LEBENTHAL FINANCIAL SERVICES, INC.
January 18, 2021 - April 1, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
January 5, 2001 - June 3, 2010
NORTHEAST SECURITIES, LLC
July 24, 1995 - January 10, 2001
INVESTACORP, INC.
Primary Firm SEC Registration
LEBENTHAL GLOBAL ADVISORS, LLC
CRD#: 283303 / SEC#: 801-110652
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/23/2024)
Exams
Series 7TO
Date: 1/17/2021
General Securities Representative ExaminationCurrent Firm
LEBENTHAL GLOBAL ADVISORS, LLC
CRD#: 283303 / SEC#: 801-110652
Contact information
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,546 |
| AUM (Assets Under Management) | $ 971,848,436 |
Red Flags
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