Michael BartocciCRD Number: 6392213
Current Firm: Advice And Planning Services
Michael Bartocci (CRD# 6392213) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 7 years of experience in the finance industry.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Tiaa-cref Individual & Institutional Services, LLC||Denver, CO||Sep 2014 - Current||7|
|Tiaa||Denver, CO||Sep 2014 - Current||7|
|Unemployed||Broomfield, CO||Jul 2014 - Sep 2014||< 1|
|U.s. Bank||Boulder, CO||Mar 2005 - Jul 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management36,394MILLIONS
Total Number of Accounts78,786ACCOUNTS
Average Account Value$461,934
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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