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# 3178067
Belpointe Asset Management LLC
CRD# 1654
Janney Montgomery Scott LLC
CRD# 2210394
Cetera Investment Advisers LLC
| 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
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.