Bartholomew T. Mackler

MAINSTAY CAPITAL MANAGEMENT

Grand Blanc, MI 48439

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CRD#: 2571840

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

Are you a "fiduciary"?

Yes

Aliases

Bartholomew Timothy Mackler | Bartholomew Mackler | Bart T Mackler | Bartholomew T Mackler | Bartholomew Timothy-Dylan Mackler

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.

1) 10/16/2023 - MSUFCU Financial Solutions / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 01/22/2024 - TRULYU wealth management and investment services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/29/2023 - 160 Hours Per Month/ During Trading 3) 09/03/2024 - TRULYU wealth management and investment services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 160 Hours Per Month/ 7 Hours During Trading 4) 09/04/2024 - TrulyU - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 160 Hours Per Month/ 7 Hours During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bartholomew Timothy-dylan Mackler'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®

None

Experience

Current

February 7, 2025 - Present

MAINSTAY CAPITAL MANAGEMENT, LLC

Office #1: 10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439

RIA

CRD#: 109528

Grand Blanc, MI

Past

October 16, 2023 - January 30, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

AUBURN HILLS, MI

Past

October 16, 2023 - January 30, 2025

LPL FINANCIAL LLC

CRD#: 6413

AUBURN HILLS, MI

Past

December 15, 2022 - October 17, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

BINGHAM FARMS, MI

Past

December 13, 2022 - October 17, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Bingham Farms, MI

Past

March 13, 2019 - January 11, 2021

CRD#: 35371

SHELBY TOWNSHIP, MI

Past

March 21, 2014 - November 27, 2017

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 109528 / SEC#: 801-58099

RIA

Registered Investment Advisory firm - (11/14/2000 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

General Securities Representative Examination

Current Firm

MAINSTAY CAPITAL MANAGEMENT, LLC

CRD#: 109528 / SEC#: 801-58099

RIA

Registered Investment Advisory firm - (11/14/2000 Approved)

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Contact information

Main Address

10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439

Mailing Address

P.o. Box 487, Grand Blanc, MI 48480

Phone number

(866) 444-6246

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (7/23/2025)

Regulatory assets under management

Total Number of Accounts	3,455
AUM (Assets Under Management)	$ 4,663,966,411

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/20/2024	Cover Page	Report
10/23/2023	Cover Page	Report
12/14/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Bartholomew T. Mackler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bartholomew Timothy-dylan Mackler's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

GREAT LAKES WEALTH, LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

CONCORDE ASSET MANAGEMENT, LLC

CONCORDE INVESTMENT SERVICES, LLC

MOLONEY SECURITIES CO., INC.

PROFESSIONAL ASSET MANAGEMENT, INC.

BENTLEY-LAWRENCE SECURITIES, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

MAINSTAY CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2012

Series 63

Date: 1/27/1995

SIE

Date: 2/15/2018

Series 31

Date: 4/7/1995

Series 7

Date: 1/23/1995

Current Firm

MAINSTAY CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MAINSTAY CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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