Brad Bartels, financial advisor Chicago IL
93 score

Brad Bartels

CRD Number: 5457189
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brad Bartels (CRD# 5457189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Chicago, IL Feb 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL Feb 2016 - Current < 1
Investment Professionals, Inc. Chicago, IL Nov 2010 - Feb 2016 5
Jhfn Sii Rosemont, IL May 2009 - Nov 2010 1
Citigroup Global Markets Chicago, IL Dec 2007 - May 2009 1
Re/max Oak Park, IL Jul 2004 - Nov 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Brad A. Bartels
Phone Number: 800-637-7455
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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