Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lenhart is a financial advisor with Citigroup Global Markets Inc., based in San Francisco, CA. Gary has been working in the industry since 1984. Gary holds a Series 65, Series 63, Series 10, Series 9, Series 24, Series 53, Series 52TO, and SIE license. Gary is registered in 53 states, including California and New Jersey, to provide both investment advisory and broker-dealer services. Gary has been a registered representative of Citigroup Global Markets Inc. since May 2007. Prior to that, Gary was a registered representative of CITICORP INVESTMENT SERVICES from September 2003 to May 2007 and RBC DAIN RAUSCHER INC. from March 1998 to November 2001. Gary's specializations include: Asset Allocation Advice, Financial Planning, Pension Consulting, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
10/29/2015 - Present
Citigroup Global Markets Inc. (San Francisco CA)
NY
09/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/05/1998 - 11/20/2001
RBC DAIN RAUSCHER INC. (NEW YORK NY)
TX
04/05/1994 - 12/31/1997
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
09/16/1983 - 04/11/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NA
03/30/1982 - 04/15/1983
CS FIRST BOSTON CORPORATION
IA
Issued 10/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/10/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 8/15/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gary Lenhart is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
