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Michael Avery Hartzman

LEBENTHAL GLOBAL ADVISORS, LLC·HAUPPAUGE, New York
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200 PARKWAY DRIVE SOUTH, HAUPPAUGE, NY 11788CRD# 2216133Firm CRD# 283303
01

About

Michael Avery Hartzman is a registered financial advisor based in HAUPPAUGE, New York, affiliated with LEBENTHAL GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEBENTHAL GLOBAL ADVISORS, LLC
LEBENTHAL GLOBAL ADVISORS, LLC
AUM
$713M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at LEBENTHAL GLOBAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2216133
Firm CRD# 283303
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Avery Hartzman offer?
Michael Avery Hartzman specializes in Financial Planning, Investment Management. Contact their office in HAUPPAUGE, New York for a consultation.
What are Michael Avery Hartzman's credentials?
Michael Avery Hartzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Avery Hartzman located?
Michael Avery Hartzman is based in HAUPPAUGE, New York, working with LEBENTHAL GLOBAL ADVISORS, LLC. Their office serves clients in the HAUPPAUGE metropolitan area and surrounding communities.
How does Michael Avery Hartzman charge for services?
Michael Avery Hartzman'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 LEBENTHAL GLOBAL ADVISORS, LLC?
LEBENTHAL GLOBAL ADVISORS, LLC has approximately 24 employees and manages $713M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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