Michael HartmanCRD Number: 6020345
Current Firm: Reilly Financial Advisors
Michael Hartman (CRD# 6020345) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 4 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Cetera Advisors||Denver, CO||May 2013 - Current||4|
|Mh Financial||Culver City, CA||Jul 2011 - May 2013||1|
|Ogilvy And Mather||New York, NY||May 2010 - Jul 2011||1|
|Renegade Nation||New York, NY||Mar 2009 - May 2010||1|
|Cushman And Wakefield Sonnenblick Goldman||New York, NY||Sep 2008 - Mar 2009||< 1|
|Wakefield Talabisco||New York, NY||Jun 2008 - Sep 2008||< 1|
|Thanc Foundation||New York, NY||Feb 2008 - Jun 2008||< 1|
|Lloyd Staffing||New York, NY||Nov 2007 - Feb 2008||< 1|
|Spencer Stuart||New York, NY||Aug 2007 - Nov 2007||< 1|
|Booz & Company||New York, NY||Oct 2006 - Aug 2007||< 1|
|Not Employed||New York, NY||Jun 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management778MILLIONS
Total Number of Accounts2,133ACCOUNTS
Average Account Value$364,823
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, LA, MI, MN, MO, MS, MT, ND, NE, NH, NM, NV, OH, OK, OR, SC, SD, TX, UT, WA, WI
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