Edwin Bartlett, financial advisor Glen Allen VA

Edwin Bartlett

CRD Number: 6387868
Current Firm: Capitol Securities Management, Inc.

Edwin Bartlett (CRD# 6387868) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Glen Allen, VA and has over 9 years of experience in the finance industry.

Similar Advisors
Christopher Abbott, financial advisor Glen Allen VA
Christopher S. Abbott
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Harvey Abbott, financial advisor Glen Allen VA
Harvey W. Abbott
CRD# 864358
Frontier Financial Partners, LLC
Similar Advisors
Stephen Abbott, financial advisor Glen Allen VA
Stephen T. Abbott
CRD# 6404324
Davenport & Company LLC
Company Name Location Dates Years
Capitol Securities Managment Wilmington, NC Apr 2021 - Current 2
Bank Of America, N.a. Wilmington, NC Apr 2015 - Apr 2021 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington, NC Jan 2015 - Apr 2021 6
Taking Time To Study For Exams Albany, NY Sep 2014 - Jan 2015 < 1
Purshe Kaplan Sterling Investments Albany, NY Aug 2014 - Sep 2014 < 1
Rs Wealth Management Wrightsville Beach, NC Jul 2014 - Jul 2014 < 1
The First Tee Wilmington, NC Apr 2012 - Jul 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Edwin C. Bartlett
Phone Number: 888-612-1484
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,286
    MILLIONS
  • Total Number of Accounts
    3,202
    ACCOUNTS
  • Average Account Value
    $401,608
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Edwin Bartlett and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.