Ronald A. Bartlett & Associates, Ltd

Ronald A. Bartlett & Associates, Ltd (CRD# 147038) is a financial advisory firm headquartered in Flushing, NY. They manage $2,978,000 in 109 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
31-07 Farrington St., 2nd Floor, Flushing, NY 11354
https://www.ronbarretire.com/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $27,321
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NJ, NY, TX

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

Ronald Bartlett (CRD# 2390416) is an Investment Advisor Representative working at Ronald A. Bartlett & Associates, Ltd in Flushing, NY and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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