Anthony Bartlett
Anthony Bartlett is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Worcester, MA, with 34 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
One West Boylston Street, Suite 202, Worcester, MA, 01605
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Regulatory History (1)
Customer Dispute
May 2016Other Business ActivitiesSells Insurance
Anthony is an independent insurance agent since 2017, dedicating about 10% of his time to this activity. He also owns Strategic Practice Management, Libre Advisor Network, and Bartlett Wealth Management, spending a significant amount of time on the latter.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Baystate Wealth Management
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Cigna Financial Advisors,inc.Broker
New England SecuritiesBroker
Mimlic Sales CorporationBroker
State Registrations36 states
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.