Unclaimed Profile

Michael Warren Hartley

DALE K. EHRHART, INC.·VENICE, Florida

Series 65Clean record22 years registeredDALE K. EHRHART, INC.

100 W VENICE AVE, VENICE, FL 34285CRD# 4828732Firm CRD# 35971

Profile Verification

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

Identity

Michael Warren Hartley · VENICE, FL

Registration

CRD #4828732 · DALE K. EHRHART, INC. · 22 years registered

Brand Profile

Not yet started

Career History

DALE K. EHRHART, INC.

Aug 2004 – present

HARTLEY MOORE WEALTH MANAGEMENT, LLC

May 2011 – Jun 2017

LAKEWOOD RANCH, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 5, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Warren Hartley offer?

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

What are Michael Warren Hartley's credentials?

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

Where is Michael Warren Hartley located?

Michael Warren 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 Warren Hartley charge for services?

Michael Warren 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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