Brooks Bartlett, financial advisor Mashpee MA

Brooks Bartlett

CRD Number: 13976
Current Firm: Commonwealth Financial Network

Brooks Bartlett (CRD# 13976) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Sep 2016 - Current 5
Sunset Financial Services Kansas City, MO Nov 2011 - Current 10
Kansas City Life Kansas, MO Nov 2011 - Current 10
Securities America, Inc. Falmouth, MA Nov 2014 - Sep 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
Contact Info for Brooks P. Bartlett
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    161,853
    MILLIONS
  • Total Number of Accounts
    540,172
    ACCOUNTS
  • Average Account Value
    $299,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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