OUR PARTNERS for clearing and custodial services
As an independent advisory business, we do not hold our clients’ assets. We work with two very well-known and trusted firms for clearing and custodial services. Lebenthal Financial Services, Inc. uses Raymond James, while Lebenthal Global Advisors, LLC uses both Raymond James and Charles Schwab.
Raymond James
Founded in 1962, Raymond James is one of the largest independent financial services firms in America. The firm’s more than 4,000 professionals in its St. Petersburg, Florida, headquarters provide the support and resources we need to best serve the needs of our clients. Raymond James helps support our business in many important ways: providing access to leading investment research; surrounding our team with subject matter experts on a broad range of topics; offering operational and trading support; and enabling us to access market-leading technologies.
Charles Schwab
The Charles Schwab Corporation is a bank and stock brokerage firm based in San Francisco, California. It was founded in 1971 by Charles R. Schwab. It is ranked 13th on the list of largest banks in the United States, and it is also one of the largest brokerage firms in the United States. The company offers an electronic trading platform to trade financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, mutual funds and fixed income investments.
