Robert Charles Bartley
Investment adviser representative at Bartley Financial Advisors, LLC
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$151.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Bartley Financial Advisors, LLCOct 2000 to now
- Robert Bartley Advisory Services, Inc.Sep 2000 to now
- Robert Bartley, Cpa CfpSep 1997 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Bartley Financial Advisors, LLC
$151.6MAssets managed
98Clients
2Advisers
5 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
- 3070452
- Firm CRD
- 124293