Unclaimed Profile

Michael Thomas Hartley

DALE K. EHRHART, INC.·VENICE, Florida

Series 7, Series 24, Series 28, Series 63, Series 6531 years registeredDALE K. EHRHART, INC.

100 W VENICE AVE, VENICE, FL 34285CRD# 1522614Firm CRD# 35971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Thomas Hartley · VENICE, FL

Registration

CRD #1522614 · DALE K. EHRHART, INC. · 31 years registered

Brand Profile

Not yet started

Career History

DALE K. EHRHART, INC.

Mar 2026 – present

ALLIED ADVISORS LLC

Nov 2003 – Dec 2005

BEVERLY HILLS, CA

DALE K. EHRHART, INC.

Nov 1994 – Dec 2025

VENICE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 28

Series 63

Series 65

Registration record

First registered · November 18, 1994

Years registered · 31

Disclosure History

2005Civil·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

DALE K. EHRHART, INC.

CRD 35971 · SEC 801-13542

AUM

$537M

Regulatory assets under management

Employees

286 client accounts

Services offered by DALE K. EHRHART, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at DALE K. EHRHART, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Thomas Hartley offer?

Michael Thomas Hartley specializes in Investment Management, Wealth Management. Contact their office in VENICE, Florida for a consultation.

What are Michael Thomas Hartley's credentials?

Michael Thomas Hartley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Thomas Hartley located?

Michael Thomas Hartley is based in VENICE, Florida, working with DALE K. EHRHART, INC.. Their office serves clients in the VENICE metropolitan area and surrounding communities.

How does Michael Thomas Hartley charge for services?

Michael Thomas Hartley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DALE K. EHRHART, INC.?

DALE K. EHRHART, INC. has approximately 6 employees and manages $537M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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