Michael Hartley (CRD# 4828732) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 19 years of experience in the finance industry.
CRD# 5775908
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3143414
Lpl Financial LLC
CRD# 5554248
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dale K. Ehrhart, Inc. | Venice, FL | Sep 2017 - Current | 6 |
| Dale K. Ehrhart, Inc. | Venice, FL | May 2003 - Sep 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
- FL
-
Total Assets Under Management537MILLIONS
-
Total Number of Accounts286ACCOUNTS
-
Average Account Value$1,876,132
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, FL, GA, KS, LA, MA, MO, NY, TX
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