Bart J. Partington

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CRD#: 4419066

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bart J Partington, CFP®, who also goes by Bart James Partington, Bart Partington, Bartholomew James Partington, was a registered financial professional .

Bart is a previously registered financial professional and started their career in finance in 2001. Bart had worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bart James Partington | Bart Partington | Bartholomew James Partington

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. 12/05/2014: Partington Family Limited Partnership #1 - Real Estate Rental - Investment Related - 79 School Street, Edgartown, MA 02539 - Start 09/01/1995 - 1% Time Spent - General Partner 2. 12/05/2014: Partington Family Limited Partnership #2 - Real Estate Rental - Investment Related - 37 Kitt's Field Circle, Edgartown, MA 02539 - Start 09/01/1995 - 1% Time Spent - General Partner 3. 4/26/2018 - Martha's Vineyard Financial Group - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 03/07/2016 - 40 Hours Per Month During Securities Trading - Martha's Vineyard Financial Group is a division of Martha's Vineyard Savings Bank. 4. 5/6/2020 - Martha's Vineyard Investment Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/20/2017 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Martha's Vineyard Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2001

Experience

Past

March 5, 2019 - March 12, 2025

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

RIA

CRD#: 291599

WEST TISBURY, MA

Past

December 5, 2014 - August 8, 2023

LPL FINANCIAL LLC

CRD#: 6413

WEST TISBURY, MA

Past

July 12, 2014 - November 11, 2014

OSAIC INSTITUTIONS, INC.

CRD#: 35371

EDGARTOWN, MA

Past

February 8, 2011 - June 29, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WHITE PLAINS, NY

Past

October 6, 2008 - June 23, 2009

SUMMIT EQUITIES, INC.

CRD#: 11039

WHITE PLAINS, NY

Past

January 1, 2005 - October 11, 2007

HSBC SECURITIES (USA) INC.

CRD#: 19585

NEW YORK, NY

Past

July 9, 2001 - January 1, 2005

HSBC BROKERAGE (USA) INC.

CRD#: 6956

NEW YORK, NY

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".

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CRD#: 291599 / SEC#: 801-112370

RIA

Registered Investment Advisory firm - (1/26/2018 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 11/26/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/7/2001

General Securities Representative Examination

Current Firm

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CRD#: 291599 / SEC#: 801-112370

RIA

Registered Investment Advisory firm - (1/26/2018 Approved)

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Contact information

Main Address

496 State Rd, West Tisbury, MA 02575

Mailing Address

P.o. Box 602, West Tisbury, MA 02575

Phone number

(508) 693-8850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC DISCLOSURE BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	431
AUM (Assets Under Management)	$ 280,709,177

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/08/2025	Cover Page	Report
07/03/2025	Cover Page	Report
01/22/2025	Cover Page	Report
07/21/2023	Cover Page	Report
01/12/2023	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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Firm Stability Insights

Bart J. Partington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

OSAIC INSTITUTIONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SUMMIT EQUITIES, INC.

HSBC SECURITIES (USA) INC.

HSBC BROKERAGE (USA) INC.

Primary Firm SEC Registration

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/26/2001

SIE

Date: 10/1/2018

Series 7

Date: 7/7/2001

Current Firm

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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