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David Cornell Hartzell

Stonehaven, LLC

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About David Cornell Hartzell

David Hartzell is a financial advisor with Stonehaven, LLC. David has been in the financial industry since 2018 and is registered in 18 states. He is licensed with Series 7 and SIE. He is also registered with FINRA and the state of New York. David is a highly experienced and qualified professional who is committed to providing his clients with personalized financial advice. He is passionate about helping people achieve their financial goals.

Firm Information

David Hartzell is currently registered with Stonehaven, LLC. Stonehaven, LLC is a Limited Liability Company formed in October 2001 and is registered in all 50 states and the District of Columbia. They have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Hartzell’s Registration & Firm History

NY

06/03/2020 - Present

Stonehaven, LLC (NEW YORK NY)

FL

11/09/2018 - 06/03/2020

RAINMAKER SECURITIES, LLC (CORAL GABLES FL)

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Licenses & Designations

BC

Issued 11/30/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Cornell Hartzell.
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