Douglas Merrill Bartol
Investment adviser representative at Nexus One Financial Advisors LLC
15 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$552MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Nexus One Financial Advisors LLCOct 2025 to now
- Retirement Planners of AmericaApr 2011 to Oct 2025
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Nexus One Financial Advisors LLC
$552MAssets managed
685Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1644452
- Firm CRD
- 336809