Edwin BartlettCRD Number: 6387868
Current Firm: Capitol Securities Management, Inc.
Edwin Bartlett (CRD# 6387868) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Wilmington, NC and has over 8 years of experience in the finance industry.
Ubs Financial Services Inc.
Tilia Fiduciary Partners, Inc.
Lumina Wealth Management, LLC
|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|
Total Assets Under Management1,286MILLIONS
Total Number of Accounts3,202ACCOUNTS
Average Account Value$401,608
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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