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Michael William Landsberg

LANDSBERG, BENNETT, & DUBBANEH LLC·PUNTA GORDA, Florida
CFPSeries 31Series 7Series 65Series 63SIE
Unclaimed Profile
252 WEST MARION AVENUE, PUNTA GORDA, FL 33950CRD# 2174120Firm CRD# 297378
01

About

Michael William Landsberg is a registered financial advisor based in PUNTA GORDA, Florida, affiliated with LANDSBERG, BENNETT, & DUBBANEH LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LANDSBERG, BENNETT, & DUBBANEH LLC
LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT
AUM
$877M
Regulatory assets under management
Employees
14
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2174120
Firm CRD# 297378
No disclosures on file
View on FINRA BrokerCheck →

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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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