Michael P. Hartman
Professional summary
Michael Patrick Hartman, CFP®, who also goes by Michael Mcdonald Hartman, Michael P Hartman, Michael Patrick Mcdonald Hartman, is a registered financial advisor currently at MCDONALD HARTMAN WEALTH ADVISORS located in Santa Monica, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Hartman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
June 30, 2022 - Present
MCDONALD HARTMAN WEALTH ADVISORS
Office #1: 1541 Ocean Avenue Suite 200, Santa Monica, CA 90401December 17, 2018 - June 30, 2022
MUTUAL ADVISORS, LLC
January 9, 2018 - December 31, 2018
KAYE CAPITAL MANAGEMENT
February 21, 2017 - February 22, 2018
WEALTHSOURCE®
May 29, 2015 - December 15, 2016
REILLY FINANCIAL ADVISORS
May 10, 2013 - May 19, 2015
CETERA ADVISORS LLC
April 26, 2013 - May 19, 2015
CETERA ADVISORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2022)
Exams
Current Firm
MCDONALD HARTMAN WEALTH ADVISORS
CRD#: 316031 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 20,300,000 |
Red Flags
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