Alexander Joseph Bartos
Investment adviser representative at Empirical Wealth Management
15 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$8.4BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Empirical Wealth ManagementJul 2022 to now
- Laco Fire Department and Lifeguard OperationsJun 2019 to now
- Forum Financial Management, LPNov 2020 to Jul 2022
- Dimensional Fund AdvisorsJul 2007 to Jun 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, WA).
Empirical Wealth Management
Legal name: Empirical Financial Services, LLC
$8.4BAssets managed
2,400Clients
65Advisers
15 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
- 5410754
- Firm CRD
- 152622