Michael Bartlett
Investment adviser representative at Coastal Bridge Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Coastal Bridge Advisors, LLCJul 2026 to now
- Waddell & Associates, LLCMar 2026 to Jun 2026
- Fidelity InvestmentsMar 2025 to Mar 2026
- Fidelity Brokerage Services, LLCMay 2020 to Mar 2026
- Edward JonesMar 2019 to May 2020
- UBS Financial Services IncNov 2015 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TN).
Coastal Bridge Advisors
Legal name: Coastal Bridge Advisors, LLC
$5BAssets managed
1,997Clients
39Advisers
16 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
- 5630787
- Firm CRD
- 152569