Kathy Bennett Bartlett
Investment adviser representative at Amb Wealth, LLC
12 yearsExperience
3 statesRegistered in
$1.1BFirm 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
- Pension consulting
Experience
12 years in the industry.
- Amb Wealth, LLCFeb 2023 to now
- Allen, Mooney and Barnes Brokerage ServicesOct 2021 to now
- Allen, Mooney and Barnes Investment AdvisorsOct 2021 to now
- UnemployedFeb 2021 to Oct 2021
- Suntrust Advisory ServicesAug 2016 to Jan 2021
- Suntrust BankJul 2009 to Jan 2021
- Suntrust Investment Services, Inc.Jul 2009 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, TX).
Amb Wealth, LLC
Legal name: Allen, Mooney & Barnes Investment Advisors, LLC
$1.1BAssets managed
920Clients
15Advisers
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
- 4414403
- Firm CRD
- 113106