Michael Avery Hartzman
Investment adviser representative at Lebenthal Global Advisors, LLC
21 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$971.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Lebenthal Global Advisors, LLCMay 2017 to now
- Lebenthal Financial Services, Inc.May 2006 to now
- Lebenthal Wealth Planning, Inc. Fka Bristol Asset ManagementOct 2005 to now
- Lebenthal Diversified Asset Management, Inc.Jun 2015 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Lebenthal Global Advisors, LLC
$971.8MAssets managed
2,465Clients
25Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2216133
- Firm CRD
- 283303