Wells Fargo Advisors
46yrs
Top advisor by experience in Bradenton
17yrs
Keith Chatel
Financial advisor at Lebenthal Global Advisors
Based in Bradenton, Florida, Keith Chatel is a fiduciary financial advisor with 17 years of industry experience. Keith has been with Lebenthal Global Advisors since 2023; before that, Keith spent two years at United Capital Financial Advisors and less than a year at Total Financial Advisors. Lebenthal Global Advisors offers investment management and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 275 advisors with offices in Bradenton, and one of 244 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 55% of advisors in Florida
OfficeBradenton, FL
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$362,217
Advisors at the firm25
States licensed ?1 state
Services through Lebenthal Global Advisors
Investment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowLebenthal Global Advisors, LLCCurrent firm
- 2020 – 2023United Capital Financial AdvisorsPreviously
- May 2019 – Jun 2019Total Financial Advisors, LLCPreviously
Contact Keith
(516) 785-1800Firm headquarters in Hauppauge, NY. Ask for Keith. Bradenton, FLOffice · Get directions YouTube channelLebenthal Global AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Keith
Tailored to Keith’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Keith
How do I contact Keith?
Call Lebenthal Global Advisors at (516) 785-1800 and ask for Keith Chatel. Keith works from the Bradenton, FL office.
How long has Keith been a financial advisor?
Keith has been in the industry since 2009, about 17 years. More experience than 55% of advisors in Florida.
What licenses does Keith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Lebenthal Global Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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