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William Hartstein

ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.·LYNBROOK, New York
Clean recordACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
211 BROADWAY, LYNBROOK, NY 11563CRD# 6895662Firm CRD# 126685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Hartstein · LYNBROOK, NY
Registration
CRD #6895662 · ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Hartstein is a registered financial advisor based in LYNBROOK, New York, affiliated with ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
AUM
$463M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6895662
Firm CRD# 126685
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Hartstein offer?
William Hartstein specializes in Investment Management, Fee-Only Advisory. Contact their office in LYNBROOK, New York for a consultation.
What are William Hartstein's credentials?
William Hartstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Hartstein located?
William Hartstein is based in LYNBROOK, New York, working with ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.. Their office serves clients in the LYNBROOK metropolitan area and surrounding communities.
How does William Hartstein charge for services?
William Hartstein'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 ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.?
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. has approximately 3 employees and manages $463M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Steven Charles Baum
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Bruce Howard Shapiro
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