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Michael Bartlett

WADDELL & ASSOCIATES
Memphis, TN 38117
Some features on this profile are disabled
CRD#: 5630787
MB

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 WADDELL & ASSOCIATES, LLC 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 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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

March 23, 2026 - Present

WADDELL & ASSOCIATES, LLC

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

BD
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

BD
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.

BD
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".
W&
WADDELL & ASSOCIATES, LLC
WADDELL & ASSOCIATES, LLC

CRD#: 283723 / SEC#: 801-107784

RIA
Registered Investment Advisory firm - (5/18/2016 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
(3/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/28/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/5/2016
General Securities Representative Examination

Current Firm

W&
WADDELL & ASSOCIATES, LLC
WADDELL & ASSOCIATES, LLC

CRD#: 283723 / SEC#: 801-107784

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)
PREMIUM
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Contact information

Main Address
5188 Wheelis Drive, Memphis, TN 38117
Mailing Address
Phone number
(901) 767-9187
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WADDELL ASSOCIATES LLC ADV PART 2A OCT 2025 (10/20/2025)

Regulatory assets under management

Total Number of Accounts2,791
AUM (Assets Under Management)$ 1,701,742,264

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.

Company Information

WADDELL & ASSOCIATES, LLC

CRD#: 283723Memphis, TN 38117

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