Bartholomew Timothy-dylan Mackler
Investment adviser representative at Mainstay Capital Management, LLC
15 yearsExperience
1 stateRegistered in
$5.3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Mainstay Capital Management, LLCJan 2025 to now
- LPL Financial LLCOct 2023 to Jan 2025
- Michigan State University Federal Credit UnionOct 2023 to Jan 2025
- Raymond James Financial Services Advisors, Inc.Dec 2022 to Oct 2023
- Raymond James Financial Services, Inc.Dec 2022 to Oct 2023
- Viking Financial Group, Inc.May 2022 to Oct 2023
- UnemployedJan 2021 to May 2022
- TD AmeritradeMar 2019 to Jan 2021
- Great Lakes Wealth, LLCMar 2018 to Feb 2019
- Infinex Investments, Inc.Dec 2017 to Feb 2018
- Flagstar BankNov 2017 to Feb 2018
- DominosOct 2014 to May 2018
- Concorde Asset ManagementMar 2014 to Nov 2017
- Concorde Investment ServicesApr 2011 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (MI).
Mainstay Capital Management, LLC
$5.3BAssets managed
3,454Clients
22Advisers
25 yearsIn 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
- 2571840
- Firm CRD
- 109528