Kary J. Bartmasser

KB PRIVATE WEALTH MANAGEMENT GROUP

SHERMAN OAKS, CA 91403

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CRD#: 4880672

Professional summary

Kary Jay Bartmasser, who also goes by Kary Bartmasser, is a registered financial advisor currently at KB PRIVATE WEALTH MANAGEMENT GROUP located in Sherman Oaks, California.

Kary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kary has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kary Bartmasser

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kary Jay Bartmasser'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®

None

Experience

Current

June 8, 2020 - Present

KB PRIVATE WEALTH MANAGEMENT GROUP

Office #1: 14945 Ventura Blvd. Suite 224, Sherman Oaks, CA 91403

RIA

CRD#: 309208

SHERMAN OAKS, CA

Past

August 24, 2005 - November 4, 2019

WEALTH RESOURCES GROUP

RIA

CRD#: 110131

BEVERLY HILLS, CA

Past

July 14, 2005 - August 24, 2005

FB FINANCIAL LLC

RIA

CRD#: 133324

WOODLAND HILLS, CA

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

California
(6/8/2020)

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

IAR

Series 65

Date: 7/13/2005

Uniform Investment Adviser Law Examination

Current Firm

KB PRIVATE WEALTH MANAGEMENT GROUP

BARTMASSER & CO., CPAS | KB PRIVATE WEALTH MANAGEMENT GROUP LLC | KB PRIVATE WEALTH MANAGEMENT GROUP

CRD#: 309208 / SEC#: 801-118870

RIA

Registered Investment Advisory firm - (8/31/2020 Terminated)

California

Registered Investment Advisory firm - (8/27/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

14945 Ventura Blvd. Suite 224, Sherman Oaks, CA 91403

Mailing Address

Phone number

(310) 657-8700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 6,573,887

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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Kary J. Bartmasser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kary Jay Bartmasser's CRS (Customer Relationship Summary).

Certified licenses

Experience

KB PRIVATE WEALTH MANAGEMENT GROUP

WEALTH RESOURCES GROUP

FB FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/2005

Current Firm

KB PRIVATE WEALTH MANAGEMENT GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KB PRIVATE WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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