Michael
Hartzman
Lebenthal Global Advisors, LLC
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About this Advisor
Michael Hartzman is a certified financial planner who works out of Hauppauge, New York with a total of 4 years of industry experience. Hartzman is on the advisory team at Lebenthal Global Advisors, LLC. Over the course of their career, they have held roles at Lebenthal Financial Services, Inc, Lebenthal Global Advisors LLC, Lebenthal Diversified Asset Management Inc and Bristol Asset Management Corp. Hartzman maintains a Series 63 license, designating them as a securities agent, and is registered to serve investors in New Jersey, New York and Texas. Lebenthal Global Advisors, LLC is an advisory company that has its headquarters in Hauppauge, NY. It has offices in seven locations and a total of 20 advisors. It has $637 million in total assets across its 3,058 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 3,058 customer accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on which service is provided. However, fees charged by Lebenthal Global Advisors, LLC can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lebenthal Global Advisors, LLC Brokerage Details
$637,425,770
20
3,058
$208,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Hartzman Work History
Michael has been registered as a financial advisor for 4 years.*
Lebenthal Global Advisors LLC
Lebenthal Financial Services, Inc
Bristol Asset Management Corp
Lebenthal Diversified Asset Management Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Hartzman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lebenthal Global Advisors, LLC
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Aurora, CO
Jericho, NY
Hauppauge, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
