Nick Anthony Bartolo
Investment adviser representative at Essential Partners LLC
17 yearsExperience
4 statesRegistered in
CFADesignation
$401.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Essential Partners, LLCJul 2021 to now
- Rational CapitalMar 2020 to now
- Hkk CapitalSep 2020 to Jan 2021
- International Value Advisers, LLCOct 2009 to Aug 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, NV, TX).
Essential Partners LLC
$401.1MAssets managed
58Clients
2Advisers
4 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
- 4425127
- Firm CRD
- 315959