Michael HartzmanCRD Number: 2216133
Current Firm: Lebenthal Global Advisors, LLC
Michael Hartzman (CRD# 2216133) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Hauppauge, NY and has over 29 years of experience in the finance industry. Michael Hartzman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
J.p. Morgan Securities LLC
|Lebenthal Global Advisors LLC||Hauppauge, NY||May 2017 - Current||4|
|Lebenthal Financial Services, Inc.||Jericho, NY||May 2006 - Current||15|
|Bristol Asset Management Corp||Jericho, NY||Oct 2005 - Current||16|
|Lebenthal Diversified Asset Management Inc.||Jericho, NY||Jun 2015 - Apr 2019||3|
|Cw Post||Brookville, NY||Feb 2005 - Jun 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1992|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management581MILLIONS
Total Number of Accounts2,414ACCOUNTS
Average Account Value$240,886
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, IN, MA, ME, NC, NH, NJ, NV, NY, OK, PA, RI, SC, TX, VA
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