Heath Scott Bartlett

Financial Advisor·&PARTNERS

Lexington , SC

·CRD# 4424586·23 years experience

Professional Summary

Heath Scott Bartlett, who also goes by Heath Bartlett, is a registered financial advisor currently at &PARTNERS located in Lexington , South Carolina. Heath is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Heath has worked at 7 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

Retirement Planning
Investment Management
Estate & Legacy Planning

Other Aliases

Heath Bartlett

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Daniel Dean Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

EE

Erin D Eiras

INDEPENDENT ADVISOR ALLIANCE, LLC

Jacksonville, FL · CRD#

View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Daniel Dean Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

EE

Erin D Eiras

INDEPENDENT ADVISOR ALLIANCE, LLC

Jacksonville, FL · CRD#

View profile

Contact Information

Direct

(xxx) xxx-xxxx

linkedin.com/in/xxxxxx

Email

xxxxx@xxxx.xxx

Similar Advisors

Daniel Dean Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

EE

Erin D Eiras

INDEPENDENT ADVISOR ALLIANCE, LLC

Jacksonville, FL · CRD#

View profile

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Daniel Dean Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

EE

Erin D Eiras

INDEPENDENT ADVISOR ALLIANCE, LLC

Jacksonville, FL · CRD#

View profile

Years of Experience

23 years in the financial services industry

Current & Past Employments

&PARTNERS·CRD# 3767

RIA

BD

945 East Main Street, Lexington , SC 29072

September 25, 2026 - Present

&PARTNERS·CRD# 3767

RIA

BD

945 East Main Street, Lexington , SC 29072

September 25, 2026 - Present

AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363

RIA

Sarasota, FL

November 2, 2017 - September 29, 2026

AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363

BD

Sarasota, FL

November 2, 2017 - September 29, 2026

COMMONWEALTH FINANCIAL NETWORK·CRD# 8032

RIA

Lexington, SC

August 8, 2011 - November 2, 2017

COMMONWEALTH FINANCIAL NETWORK·CRD# 8032

BD

Lexington, SC

August 5, 2011 - November 2, 2017

LPL FINANCIAL LLC·CRD# 6413

RIA

Lexington, SC

December 10, 2007 - July 27, 2011

LPL FINANCIAL LLC·CRD# 6413

BD

Lexington, SC

December 4, 2007 - July 27, 2011

CIC ADVISERS, LLC·CRD# 130735

RIA

Lexington, SC

September 26, 2005 - December 21, 2007

CAPITAL INVESTMENT GROUP, INC.·CRD# 14752

BD

Lexington, SC

January 2, 2004 - December 21, 2007

W.C. SMITH & COMPANY, INC.·CRD# 36865

BD

Greenville, SC

December 10, 2002 - December 31, 2003

Similar Advisors

Daniel Dean Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

EE

Erin D Eiras

INDEPENDENT ADVISOR ALLIANCE, LLC

Jacksonville, FL · CRD#

View profile

Current Firm

&PARTNERS

CRD#: 3767 / SEC#: 801-37145, 8-3774

RIA

Registered Investment Advisory firm - SEC (10/25/1990 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Contact Information

Main Address

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215

Mailing Address

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215

Phone Number

(615) 255-6431

Established

Tennessee since 12/07/1995

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

# of Employees

703

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

9-25-26 ADV 2A BROCHURE (9/25/2026)

Direct owners and executive officers

Name	Position	CRD#
AMPERSAND PARTNERS, LLC	OWNER	—
ALEXANDER, JOHN W	CO-PRESIDENT	2327561
COOPER, CHYRLAN ELIZABETH	COO	4160240
IDOL, KALEY PORTER	CHIEF COMPLIANCE OFFICER	6950052
KOWACH, DAVID JOHN	CEO	2154665
NELSON, RICHARD SCOTT	CFO	5014790
SCHALLER, MICHAEL CHRISTOPHER	CONTROLLER/FINOP	5899085
STEVENS, ALYSON MENCIO	CHIEF COMPLIANCE OFFICER - ADVISORY BUSINESS	5451096
WILEY III, DAVID WARREN III	CO-PRESIDENT	720094

Regulatory Assets Under Management

Total Number of Accounts

62,194

AUM (Assets Under Management)

$30,268,689,798

Disclosures

Regulatory Event

5

Arbitration

4

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/19/2025	Cover Page	Report
04/29/2025	Cover Page	Report
12/29/2023	Cover Page	Report

Similar Advisors

Daniel Dean Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

EE

Erin D Eiras

INDEPENDENT ADVISOR ALLIANCE, LLC

Jacksonville, FL · CRD#

View profile

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.

364 LPR, LLC POSITION: Owner NATURE: Commercial lease real estate- personal investment INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2019 ADDRESS: Lexington, SC 29073 DESCRIPTION: General administration and operations coordination with tenants on an as needed basis. LADY LUCK, LLC POSITION: Owner NATURE: Commercial real estate- personal investment INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/05/2025 ADDRESS: Columbia, SC 29201 DESCRIPTION: General administration and operations coordination with tenants on an as needed basis. PAYDIRT6, LLC POSITION: Owner NATURE: Commercial real estate for personal investment. 6-acres land with one tenant on property. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2025 ADDRESS: Lexington, SC 29072 DESCRIPTION: General administration and operations coordination with tenants on an as needed basis. H.A.M. HOLDINGS, LLC POSITION: Owner NATURE: Commercial leased real estate- personal investment INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 05/07/2019 ADDRESS: Lexington, SC 29072 DESCRIPTION: General administration and operations coordination with tenants on an as needed basis. BARTLETT HOLDING, LLC POSITION: Partner NATURE: Commercial leased real estate, 30% partnership. My father, Ron Bartlett, is the 70% partner. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2007 ADDRESS: Lexington, SC 29072 DESCRIPTION: General administration and operations coordination with tenants.

Similar Advisors

Daniel Dean Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

EE

Erin D Eiras

INDEPENDENT ADVISOR ALLIANCE, LLC

Jacksonville, FL · CRD#

View profile

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".

&PARTNERS

CRD#: 3767 / SEC#: 801-37145, 8-3774

RIA

Registered Investment Advisory firm - SEC (10/25/1990 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(9/30/2026)

RR

Arkansas
(9/25/2026)

RR

California
(9/25/2026)

RR

Colorado
(9/25/2026)

RR

Connecticut
(9/25/2026)

RR

District of Columbia
(9/25/2026)

RR

Florida
(9/25/2026)

RR

Georgia
(9/25/2026)

RR

Idaho
(9/25/2026)

RR

Illinois
(9/25/2026)

RR

Indiana
(9/25/2026)

RR

Kentucky
(9/25/2026)

RR

Maine
(9/25/2026)

RR

Maryland
(9/25/2026)

RR

Massachusetts
(9/25/2026)

RR

Montana
(9/25/2026)

RR

New York
(9/25/2026)

RR

Ohio
(9/25/2026)

RR

Pennsylvania
(9/25/2026)

RR

South Carolina
(9/25/2026)

IAR

South Carolina
(9/25/2026)

RR

Tennessee
(9/25/2026)

RR

Texas
(9/25/2026)

IAR

Texas
(9/25/2026)

RR

Virgin Islands
(9/25/2026)

RR

Virginia
(9/25/2026)

RR

Washington
(9/25/2026)

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.Note:This rule does not apply to broker-dealer activity.