Robert C. Bartley
BARTLEY FINANCIAL ADVISORS
Bedford, NH 03110
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CRD#: 3070452
Professional summary
Robert Charles Bartley, CFP® is a registered financial advisor currently at BARTLEY FINANCIAL ADVISORS, LLC located in Bedford, New Hampshire.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 2 firms and has passed the Series 63 and Series 6 exams.
Biography
Bob is both a CPA and a CFP. He's a Summa Cum Laude graduate of Merrimack College and a Presidential Scholar, with over 30 years of business experience and over 20 years experience owning financial planning firm.
More importantly, he is a really good listener. He listens to what you want out of life, and his experience helps turn your vision into a working plan to achieve your dreams. Once you've defined your goals, Bob and the experts on the Bartley Financial team will help you live the life you envision.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Estate Planning
Business Succession Planning
Investment Planning
Education Planning
Employee and Employer Plan Ben...
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
ROBERT BARTLEY, CPA, CFP - NON INVESTMENT RELATED - LOCATED AT 169 SOUTH RIVER ROAD, SUITE 17, BEDFORD, NH 03110 - CPA FIRM - OWNER SINCE 09/1997 - APPROXIMATELY 5% OF WORK HOURS - MANAGER/CPA PROFESSIONAL.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Charles Bartley's 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®
Start date: 1998
Experience
Current
October 13, 2000 - Present
BARTLEY FINANCIAL ADVISORS, LLC
Office #1: 169 South River Road Suite 17, Bedford, NH 03110Office #2: 800 Turnpike Street Suite 300, North Andover, MA 01845RIA
CRD#: 124293
Bedford, NH
Past
August 12, 1998 - October 31, 2000
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
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".
BARTLEY FINANCIAL ADVISORS, LLC
=ROBERT BARTLEY ADVISORY SERVICES, INC. | ROBERT BARTLEY, CPA, CFP | ROBERT BARTLEY ADVISORY SERVICES, INC. | BARTLEY FINANCIAL ADVISORS, LLC | BARTLEY FINANCIAL ADVISORS, INC.
CRD#: 124293 / SEC#: 801-121433
RIA
Registered Investment Advisory firm - (6/7/2021 Approved)Massachusetts
Registered Investment Advisory firm - (6/14/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (6/28/2021 Terminated)Ohio
Registered Investment Advisory firm - (3/30/2017 Terminated)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
Massachusetts(10/13/2000)
IAR
New Hampshire(3/26/2003)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BARTLEY FINANCIAL ADVISORS, LLC
=ROBERT BARTLEY ADVISORY SERVICES, INC. | ROBERT BARTLEY, CPA, CFP | ROBERT BARTLEY ADVISORY SERVICES, INC. | BARTLEY FINANCIAL ADVISORS, LLC | BARTLEY FINANCIAL ADVISORS, INC.
CRD#: 124293 / SEC#: 801-121433
RIA
Registered Investment Advisory firm - (6/7/2021 Approved)Massachusetts
Registered Investment Advisory firm - (6/14/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (6/28/2021 Terminated)Ohio
Registered Investment Advisory firm - (3/30/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
169 South River Road Suite 17, Bedford, NH 03110
Mailing Address
Phone number
(603) 625-9900
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 597 |
| AUM (Assets Under Management) | $ 140,023,557 |
Red Flags
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Company Information
BARTLEY FINANCIAL ADVISORS, LLC
CRD#: 124293Bedford, NH 03110TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
