Ronald A. Bartlett & Associates, Ltd

Ronald A. Bartlett & Associates, Ltd (CRD# 147038) is a financial advisory firm headquartered in Flushing, NY. They manage $1,939,464 in 67 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $28,947
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NJ, NY

Financial Advisors at Ronald A. Bartlett & Associates, Ltd
Showing 1 - 1 of 1 top financial advisors.
1
Ronald A. Bartlett
CRD#: 2390416
31-07 Farrington St., 2nd Floor, Flushing, NY 11354
53
Wealthminder
score

Ronald Bartlett (CRD# 2390416) is an Investment Advisor Representative working at Ronald A. Bartlett & Associates, Ltd in Flushing, NY and has over 7 years of experience in the finance industry.

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