Scott Matthew Hartzman
Investment adviser representative at Lebenthal Global Advisors, LLC
14 yearsExperience
1 stateRegistered in
$971.8MFirm assets
9 yearsFirm in business
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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
14 years in the industry.
- Lebenthal Financial Services, Inc.Oct 2021 to now
- Lebenthal Global Advisors, LLCJul 2017 to now
- Gauntlet Entertainment Group, LLCJan 2019 to Jan 2020
- Mp Music HouseAug 2018 to Dec 2018
- LifeofscottNov 2017 to Aug 2019
- GapJul 2012 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6667250
- Firm CRD
- 283303