Bartholomew T. Mackler
Professional summary
Bartholomew Timothy-dylan Mackler, who also goes by Bartholomew Timothy Mackler, Bartholomew Mackler, Bart T Mackler, Bartholomew T Mackler, Bartholomew Timothy-dylan Mackler, is a registered financial advisor currently at MAINSTAY CAPITAL MANAGEMENT, LLC located in Grand Blanc, Michigan.
Bartholomew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Bartholomew has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bartholomew Timothy-dylan Mackler's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 7, 2025 - Present
MAINSTAY CAPITAL MANAGEMENT, LLC
Office #1: 10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439October 16, 2023 - January 30, 2025
LPL FINANCIAL LLC
October 16, 2023 - January 30, 2025
LPL FINANCIAL LLC
December 15, 2022 - October 17, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
December 13, 2022 - October 17, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
March 13, 2019 - January 11, 2021
TD AMERITRADE, INC.
March 12, 2019 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
March 12, 2019 - January 11, 2021
TD AMERITRADE, INC.
March 20, 2018 - February 28, 2019
GREAT LAKES WEALTH, LLC
December 11, 2017 - February 15, 2018
OSAIC INSTITUTIONS, INC.
December 11, 2017 - February 15, 2018
OSAIC INSTITUTIONS, INC.
March 21, 2014 - November 27, 2017
CONCORDE ASSET MANAGEMENT, LLC
April 14, 2011 - November 27, 2017
CONCORDE INVESTMENT SERVICES, LLC
April 5, 2011 - April 12, 2011
MOLONEY SECURITIES CO., INC.
January 4, 2010 - April 6, 2011
PROFESSIONAL ASSET MANAGEMENT, INC.
August 5, 1996 - December 31, 2009
BENTLEY-LAWRENCE SECURITIES, INC.
January 24, 1995 - March 1, 1996
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
MAINSTAY CAPITAL MANAGEMENT, LLC
CRD#: 109528 / SEC#: 801-58099
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/7/2025)
Exams
Current Firm
MAINSTAY CAPITAL MANAGEMENT, LLC
CRD#: 109528 / SEC#: 801-58099
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,587 |
| AUM (Assets Under Management) | $ 4,802,375,480 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2026 | ||
| 12/20/2024 | ||
| 10/23/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
