Scott
Hartzman
Lebenthal Global Advisors, LLC
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About this Advisor
Scott Hartzman is a financial advisor based in Hauppauge, New York, working with Lebenthal Global Advisors, LLC. Scott has previously held positions at Cadaret, Grant & Co. Inc, Gap, Gauntlet Entertainment Group, LLC, American Investment Planners, LLC, Lebenthal Global Advisors, LLC, Lifeofscott, Mp Music House, and Lebenthal Financial Services, Inc. Scott has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Scott is part of Lebenthal Global Advisors, LLC, which operates out of Hauppauge, New York. The firm has 10 offices and 24 employees. The firm manages assets totaling $713.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Lebenthal Global Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lebenthal Global Advisors, LLC Brokerage Details
$713,494,038
24
3,176
$224,652
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
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
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
San Juan, PR
Marco Island, FL
Hauppauge, NY
Jericho, NY
Hauppauge, NY
Hauppauge, NY
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