Douglas M. Bartol

NEXUS ONE FINANCIAL ADVISORS LLC

PLANO, TX 75024

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CRD#: 1644452

Professional summary

Douglas Merrill Bartol MR., CFP®, who also goes by Doug Bartol, Douglas Merrill Bartol Mr., is a registered financial advisor currently at NEXUS ONE FINANCIAL ADVISORS LLC located in Plano, Texas.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Douglas has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Doug Bartol | Douglas Merrill Bartol Mr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Merrill Bartol MR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

October 10, 2025 - Present

NEXUS ONE FINANCIAL ADVISORS LLC

Office #1: 5060 Tennyson Pkwy Suite 300, Plano, TX 75024

RIA

CRD#: 336809

PLANO, TX

Past

April 11, 2011 - January 7, 2026

RETIREMENT PLANNERS OF AMERICA

RIA

CRD#: 157222

Plano, TX

Past

May 13, 2009 - June 20, 2011

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

PLANO, TX

Past

May 13, 2009 - December 31, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

PLANO, TX

Past

August 8, 1997 - May 22, 2009

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

DALLAS, TX

Past

May 21, 1987 - May 22, 2009

NYLIFE SECURITIES LLC

CRD#: 5167

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEXUS ONE FINANCIAL ADVISORS LLC

CRD#: 336809 / SEC#: 801-134359

RIA

Registered Investment Advisory firm - (9/15/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/3/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/21/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/16/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/19/2009

General Securities Principal Examination

Current Firm

NEXUS ONE FINANCIAL ADVISORS LLC

CRD#: 336809 / SEC#: 801-134359

RIA

Registered Investment Advisory firm - (9/15/2025 Approved)

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Contact information

Main Address

5060 Tennyson Pkwy Suite 300, Plano, TX 75024

Mailing Address

Phone number

(214) 800-4442

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NEXUS ONE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/17/2026)

Regulatory assets under management

Total Number of Accounts	1,661
AUM (Assets Under Management)	$ 552,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Douglas M. Bartol

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Merrill Bartol MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT PLANNERS OF AMERICA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

NEXUS ONE FINANCIAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/1997

Series 63

Date: 7/21/1987

Series 7

Date: 5/16/1987

Series 24

Date: 10/19/2009

Current Firm

NEXUS ONE FINANCIAL ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEXUS ONE FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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