Michael Hartzman, financial advisor Hauppauge NY

Michael Hartzman

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Michael A. Hartzman
Phone Number: 516-785-1800
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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