Craig Sarembock, financial advisor Cincinatti OH

Craig Sarembock

CRD Number: 4439884
Current Firm: Bartlett & Company Wealth Management LLC

Craig Sarembock (CRD# 4439884) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Bartlett & Co Wealth Management Cincinnati, OH Apr 2018 - Current 5
Bartlett & Company LLC Cincinnati, OH Oct 2012 - Apr 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Jul 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Craig M. Sarembock
Phone Number: 513-621-4612
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    8,441
    MILLIONS
  • Total Number of Accounts
    5,859
    ACCOUNTS
  • Average Account Value
    $1,440,708
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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