Ryan Bartlett
CRD Number: 6132093Current Firm: Vancegray Wealth Management, Inc.
Compensation Model: Fee Only
Ryan Bartlett (CRD# 6132093) is an Investment Advisor Representative working as a member of a devoted wealth management and financial planning team at VanceGray Wealth Management, Inc.
CRD# 4190389
Raymond James Financial Services Advisors, Inc.
CRD# 2381832
Commonwealth Financial Network
CRD# 5736969
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vancegray Wealth Management, Inc. | Bangor, ME | Sep 2012 - Current | 11 |
| Kebo Valley Golf Club | Bar Harbor, ME | Apr 2008 - Sep 2015 | 7 |
| Goose Cove Cottage | Trenton, ME | Jul 2007 - Sep 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- ME
-
Total Assets Under Management329MILLIONS
-
Total Number of Accounts2,066ACCOUNTS
-
Average Account Value$159,138
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
FL, MA, ME, NH, PA, TX
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