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Michael William Landsberg

LANDSBERG, BENNETT, & DUBBANEH LLC·PUNTA GORDA, Florida
SIE, Series 7, Series 31, Series 63, Series 65CFPClean record31 years registeredLANDSBERG, BENNETT, & DUBBANEH LLC
252 WEST MARION AVENUE, PUNTA GORDA, FL 33950CRD# 2174120Firm CRD# 297378

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael William Landsberg · PUNTA GORDA, FL
Registration
CRD #2174120 · LANDSBERG, BENNETT, & DUBBANEH LLC · 31 years registered
Brand Profile
Not yet started
01

Career History

Jul 2022present
Aug 2018Dec 2021
PUNTA GORDA, FL
Jun 2012Aug 2018
PUNTA GORDA, FL
Aug 1994Jun 2012
PUNTA GORDA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · August 23, 1994
Years registered · 31
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LANDSBERG, BENNETT, & DUBBANEH LLC
CRD 297378 · SEC 801-113500
AUM
$877M
Regulatory assets under management
Employees
14
2,300 client accounts
Services offered by LANDSBERG, BENNETT, & DUBBANEH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Michael William Landsberg offer?
Michael William Landsberg specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PUNTA GORDA, Florida for a consultation.
What are Michael William Landsberg's credentials?
Michael William Landsberg holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael William Landsberg located?
Michael William Landsberg is based in PUNTA GORDA, Florida, working with LANDSBERG, BENNETT, & DUBBANEH LLC. Their office serves clients in the PUNTA GORDA metropolitan area and surrounding communities.
How does Michael William Landsberg charge for services?
Michael William Landsberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANDSBERG, BENNETT, & DUBBANEH LLC?
LANDSBERG, BENNETT, & DUBBANEH LLC has approximately 14 employees and manages $877M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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