Scott
Hartzman
Lebenthal Global Advisors, LLC
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About this Advisor
Scott Hartzman is a financial advisor operating out of Hauppauge, New York who has 2 years of industry experience. Hartzman is currently employed by Lebenthal Global Advisors, LLC. During their career, Hartzman has held roles at Cadaret, Grant & Co. Inc, Gap, Gauntlet Entertainment Group, LLC, Lebenthal Financial Services, Inc, American Investment Planners, LLC, Lebenthal Global Advisors, LLC, Lifeofscott and Mp Music House. Hartzman holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Lebenthal Global Advisors, LLC is a financial advisory company that has its headquarters in Hauppauge, NY. The company has offices in seven locations and a total of 20 people on staff. It manages $637 million in assets under management between its 3,058 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 3,058 customer accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets. Lebenthal Global Advisors, LLC offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. Fees charged by Lebenthal Global Advisors, LLC likely include 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
Scott Hartzman Work History
Scott has been registered as a financial advisor for 2 years.*
Lebenthal Global Advisors, LLC
Lebenthal Financial Services, Inc
Gauntlet Entertainment Group, LLC
Mp Music House
Lebenthal Global Advisors, LLC
Lifeofscott
Cadaret, Grant & Co. Inc
American Investment Planners, LLC
Gap
Lebenthal Financial Services, 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 Scott 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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