Brett Bartkiewicz (CRD# 2456256) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Avon, CT and has over 29 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crescent Point Private Wealth | Avon, CT | Apr 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Avon, CT | Apr 2024 - Current | < 1 |
| Raymond James Financial Services, Inc. | Avon, CT | Apr 2024 - Current | < 1 |
| Td Bank N.a. | Hartford, CT | Mar 2016 - Apr 2024 | 8 |
| Td Private Client Wealth LLC | Hartford, CT | Mar 2016 - Apr 2024 | 8 |
| Mercer Global Advisors Inc. | Radnor, PA | Sep 2015 - Mar 2016 | < 1 |
| Wellesley Investment Advisors Inc. | Wellesley, MA | Dec 2010 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 1995 |
| S63 | Uniform Securities State Law Examination | Jun 2016 |
- CT
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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