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Brian Francis Antenucci

Investment adviser representative at Bartlett & Co. Wealth Management LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$10.3BFirm 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

14 years in the industry.

  1. Bartlett & Co. Wealth Management LLCApr 2018 to now
  2. Bartlett & Co. LLCAug 2012 to Apr 2018

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (OH).

Bartlett & Co. Wealth Management LLC

$10.3BAssets managed
2,263Clients
32Advisers
8 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
4898045
Firm CRD
292246
Advisor's SEC record (opens in a new tab)
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