Holly Hirt Mazzocca
Investment adviser representative at Bartlett & Co. Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$10.3BFirm assets
8 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
Experience
11 years in the industry.
- Bartlett & Co. Wealth Management LLCApr 2018 to now
- Bartlett & CoApr 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
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
- 5569415
- Firm CRD
- 292246