CB
CB

Christopher Bartkus

52 Years of Experience
Clearwater, FL
BrokerSells Insurance

Christopher Bartkus is a registered investment advisor at Cetera Investment Advisers LLC, based in Clearwater, FL, with 52 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

615 S Missouri Ave Ste F, Clearwater, FL, 33756

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is a notary, spending minimal time on this activity. He is also a trustee for the Bartkus Family Trust, dedicating minimal time, and the president of CPI of FL, an insurance agency selling life and health insurance, spending a few hours per week. Finally, Christopher manages commercial property, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
August 2008 - May 2021 · 12 yrs 9 mos
Summit Brokerage Services, INC.Broker
July 2008 - September 2019 · 11 yrs 2 mos
Raymond James Financial Services
June 2003 - July 2008 · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2003 - July 2008 · 5 yrs 1 mo
Sunamerica Securities, INC.
August 1992 - June 2003 · 10 yrs 10 mos
Sunamerica Securities, INC.Broker
May 1992 - June 2003 · 11 yrs 1 mo
Anchor National Financial Services, INC.Broker
August 1983 - May 1992 · 8 yrs 9 mos
Nies/brauer Securities, INC.Broker
January 1981 - August 1983 · 2 yrs 7 mos
First Equity Corporation of FloridaBroker
February 1978 - February 1980 · 2 yrs
Chubb Securities CorporationBroker
September 1976 - September 1977 · 1 yr
Sentry Equity Services, INC.Broker
February 1974 - July 1976 · 2 yrs 5 mos
Cg Equity Sales CompanyBroker
December 1971 - March 1974 · 2 yrs 3 mos
State Registrations14 states
AZCAFLGAILMIMTNCNMOHSCTNVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Bartkus - Financial Advisor | TrueAdvisor