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Robert Bartlett, financial advisor Cincinnati OH

Robert Bartlett

CRD Number: 6599240
Current Firm: The Mather Group, LLC
Compensation Model: Fee Only
Robert Bartlett (CRD# 6599240) is an Investment Advisor Representative working at Clear Perspectives Financial Planning, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
CONTACT
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Professional Designations
Company Name Location Dates Years
The Mather Group, LLC Cincinnati, OH May 2023 - Current < 1
Clear Perspectives Financial Planning, LLC Cincinnati, OH Dec 2015 - May 2023 7
Clear Perspectives Financial Planning, LLC Cincinnati, OH Mar 2015 - Dec 2015 < 1
Synfiny Advisors Cincinnati, OH Oct 2014 - Feb 2015 < 1
Unemployed Cincinnati, OH Jul 2014 - Sep 2014 < 1
Procter & Gamble Cincinnati, OH Jul 1990 - Jun 2014 23
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Robert W. Bartlett
10300 Alliance Rd, Suite 460, Cincinnati, OH 45242
Phone Number: 630-537-1078
Firm Website: https://themathergroup.com
Registered State(s):
  • IL
  • OH
  • TX
Current Firm Details
The Mather Group, LLC
Firm's CRD Number: 156005
353 N. Clark Street, Suite 2775, Chicago, IL 60654
By the Numbers
  • Total Assets Under Management
    10,509
    MILLIONS
  • Total Number of Accounts
    15,974
    ACCOUNTS
  • Average Account Value
    $657,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Verified Page
Data verified by both the advisor and the public regulatory data.

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