Michael Bartlett

COASTAL BRIDGE ADVISORS

MEMPHIS, TN 38117

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CRD#: 5630787

Professional summary

Michael Bartlett JR., CFP®, who also goes by Michael Joseph Bartlett Jr., Michael Joseph Bartlett Jr, Michael Joseph Bartlett, Michael Bartlett Jr, Michael Bartlett, is a registered financial advisor currently at COASTAL BRIDGE ADVISORS located in Memphis, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Michael Joseph Bartlett Jr. | Michael Joseph Bartlett Jr | Michael Joseph Bartlett | Michael Bartlett Jr | Michael Bartlett

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 Michael Bartlett JR.'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®

CFP^®

Certified Financial Planner

Experience

Current

July 9, 2026 - Present

COASTAL BRIDGE ADVISORS

Office #1: 5188 Wheelis Drive, Memphis, TN 38117

RIA

CRD#: 152569

MEMPHIS, TN

Past

March 23, 2026 - July 16, 2026

WADDELL & ASSOCIATES, LLC

RIA

CRD#: 283723

MEMPHIS, TN

Past

March 31, 2025 - March 26, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

GERMANTOWN, TN

Past

May 27, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GERMANTOWN, TN

Past

May 14, 2020 - March 26, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GERMANTOWN, TN

Past

March 15, 2019 - May 4, 2020

EDWARD JONES

RIA

CRD#: 250

KATY, TX

Past

March 15, 2019 - May 4, 2020

EDWARD JONES

CRD#: 250

KATY, TX

Past

January 28, 2016 - March 26, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

HOUSTON, TX

Past

January 5, 2016 - March 26, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

HOUSTON, 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".

COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS | LLBH PRIVATE WEALTH MANAGEMENT, LLC | COASTAL BRIDGE ADVISORS, LLC

CRD#: 152569 / SEC#: 801-70943

RIA

Registered Investment Advisory firm - (12/1/2009 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

IAR

Tennessee
(7/9/2026)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/28/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/2016

General Securities Representative Examination

Current Firm

COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS | LLBH PRIVATE WEALTH MANAGEMENT, LLC | COASTAL BRIDGE ADVISORS, LLC

CRD#: 152569 / SEC#: 801-70943

RIA

Registered Investment Advisory firm - (12/1/2009 Approved)

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Contact information

Main Address

54 Wilton Road 1st Floor, Westport, CT 06880

Mailing Address

Phone number

(203) 683-1530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COASTAL BRIDGE ADVISORS DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	9,000
AUM (Assets Under Management)	$ 4,595,660,113

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
07/15/2024	Cover Page	Report
11/13/2023	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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Advisor Monitoring

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Michael Bartlett

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Bartlett JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

WADDELL & ASSOCIATES, LLC

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

EDWARD JONES

EDWARD JONES

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

COASTAL BRIDGE ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2016

SIE

Date: 10/1/2018

Series 7

Date: 1/5/2016

Current Firm

COASTAL BRIDGE ADVISORS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COASTAL BRIDGE ADVISORS

TRUST BUT VERIFY

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