Donald Chase Bartol

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management
• Pension consulting
• Seminars and workshops

Experience

14 years in the industry.

1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to now
2. Ellison, Kibler, & Associates (merrill Lynch)May 2022 to now
3. The Vanguard Group, Inc.Jun 2021 to May 2022
4. University of South CarolinaAug 2020 to May 2021
5. Relational Wealth ManagementAug 2020 to Dec 2020
6. Home Team BbqJun 2020 to Aug 2020
7. Universitat Autonoma De BarcelonaJan 2020 to Apr 2020
8. Bonefish GrillDec 2019 to Jan 2020
9. University of South CarolinaAug 2019 to Dec 2019
10. Aluminum BahrainJul 2019 to Jul 2019
11. Bonefish GrillMay 2019 to Jun 2019
12. University of South CarolinaJan 2019 to May 2019
13. Bonefish GrillDec 2018 to Jan 2019
14. UpsNov 2018 to Jan 2019
15. University of South CarolinaAug 2018 to Dec 2018
16. Bonefish GrillMay 2018 to Aug 2018
17. University of South CarolinaAug 2017 to May 2018
18. Northwestern MutualMay 2017 to Aug 2017
19. Hampton Roads AcademyAug 2016 to May 2017
20. Bartol IrepairsSep 2012 to May 2021

Exams passed

• Series 63 · Uniform Securities Agent State Law2021
• Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (NC, TX).

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

7405895

Firm CRD

7691