Our History

  • 1968- Our founder, Milton Koenigsberg, starts his own broker-dealer

  • 1978- Milton earns CLU (Chartered Life Underwriter)

  • 1992- Michael Hartzman joins Milton at the broker-dealer

  • 1994- Milton appoints Michael as the President of the broker-dealer

  • 1996- Michael becomes COO of Northeast Securities

  • 1997- Milton joins Northeast Securities

  • 2000- Michael and Milt create Koenigsberg Hartzman to focus on retail clients

  • 2004- Michael completes the CFP (Certified Financial Planner) certification program

  • 2005- Bristol Financial is founded as a broker-dealer

  • 2005- Michael begins teaching retirement planning at C.W. Post/LIU

  • 2009- Bristol Asset Management, a registered investment advisory, is formed

  • 2011- Bristol completes transition to Pershing's direct brokerage clearing services

  • 2013- Bristol enters into a strategic partnership with Dominick Tavella, President of Diversified Financial Consultants, located in Bellmore

  • 2014- We surpass $300 million in assets under management

  • 2016- We move to our new location in Jericho, NY

  • 2018- Bristol completes transition to Raymond James

  • 2019- Bristol changes its name to Lebenthal Financial Services, Inc.

Our Team

MICHAEL HARTZMAN, President, CFP

As a Certified Financial Planner, Michael assists you with meeting your long-term financial objectives. He specializes in tax-planning, asset allocation, risk management, retirement/estate planning and long-term insurance planning. His clients value his welcoming, friendly and practical outlook and appreciate his attention to detail and loyalty. Through his unique financial planning model, he has the freedom to be mindful of client expectations and, as a result, he is trusted with their goals and legacies.

IMG_2766 copy.jpg

 

RANDI MASON, Chief Operating Officer, Compliance Officer

Randi began working with Michael in 1996 and joined the Bristol team in 2002. She manages all office activity and insures that Bristol is in compliance with FINRA and SEC regulations.

 

DONNA DATRE, Controller

Donna began working with Bristol's founding partner, Milton Koenigsberg, in 1984. As our Controller, she prepares budgets and maintains ledgers and accounting processes.

DIANE MAURICI-DORTA, Sales Assistant, Mutual Funds and Annuities

Diane came to Bristol in 2012 with over twenty years experience in the industry. She helps guide you through the operational side of the investment process. Once your initial investment is made, she will handle your future service needs.

 

AMANDA KHAIT, Financial Advisor, Insurance Broker, Operations Liaison

Amanda works here full-time managing Raymond James accounts. She also holds a Series 7, Series 99 and insurance license.

 

JENNIFER HILL, Operations Liaison

Jennifer began working with Bristol in 2014 and has over twenty years experience in financial services. She works at Bristol full-time managing Raymond James accounts for our outside brokers and holds a Series 99 license.


FRANK LORIA, Registered Rep

Frank came to us after years of managing a successful family-owned business. As a registered financial advisor, he provides clients with advice on financial matters, making recommendations on the best way to utilize their money.



CYNTHIA BIANCHI, Licensing Manager

Cynthia has been working at Bristol part-time since 2006. She handles our licensing requests and ensures compliance with all applicable regulations.


 

ANGELA JIMENEZ, Special Projects, Webmaster, Social Media Manager

Angela splits her time between freelancing as a photographer and working on special projects at Bristol part-time. She created our website, manages its content, and runs our social media accounts.