CRD: 147038
Ronald A. Bartlett & Associates, LTD
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-13-2009
- Office Locations
- 2
Office Locations
About Ronald A. Bartlett & Associates, LTD
Ronald A. Bartlett & Associates, LTD. provides customized retirement planning and guidance for individuals and couples, with a long-running niche serving Telephone Communication Workers of America union members and officers. The firm focuses on managing key retirement risks (market, withdrawal rate, longevity, and medical/LTC) and 401(k) planning. Advisor Ronald A. Bartlett earned a Doctorate in Finance in 2024 and works with clients across NY, NJ, TX, and FL, including via Interactive Brokers.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
RONALD ANTHONY BARTLETT
Insurance Agent, President
- CRD
- #2390416
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRIS EDWARD LIEBUM
Financial Advisor
- CRD
- #4930393
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,539,821 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,539,821 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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