Amanda Bartlett, financial advisor Lone Tree CO
90 score

Amanda Bartlett

CRD Number: 6122746
Current Firm: Schwab Private Client Investment Advisory, Inc.

Amanda Bartlett (CRD# 6122746) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Lone Tree, CO Aug 2014 - Current 2
Charles Schwab & Company,inc Lone Tree, CO Sep 2012 - Current 4
Unemployed Pueblo, CO Oct 2011 - Sep 2012 < 1
Sunflower Bank Pueblo, CO Jun 2011 - Sep 2011 < 1
Colorado State University-pueblo Pueblo, CO Aug 2010 - May 2011 < 1
Colorado State University-pueblo Pueblo, CO Jun 2010 - Jul 2010 < 1
Olive Garden Pueblo, CO Jun 2010 - Jul 2010 < 1
Colorado State University-pueblo Pueblo, CO Jun 2009 - May 2010 < 1
Colorado State University- Pueblo Pueblo, CO Aug 2008 - May 2009 < 1
Breeze-in Juneau, AK Jun 2008 - Jul 2008 < 1
Adventure Bound Alaska Juneau, AK Jun 2008 - Jun 2008 < 1
Kiowa High School Kiowa, CO Sep 2006 - May 2008 1
Western Trails Steakhouse Kiowa, CO May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Amanda K. Bartlett
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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