Marta Bartolacci is a ChFC-designated registered investment advisor, based in Pewaukee, WI, with 11 years of industry experience.
Location
N27W23957 Paul Road, Suite 202, Pewaukee, WI, 53072
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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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Marta is the owner of Bartolacci Wealth Management LLC, which operates as a DBA for Cetera Business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2023 - Present · 3 yrs 2 mos
Cetera Investment Services LLCBroker
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
February 2015 - May 2023 · 8 yrs 3 mos
Charles Schwab & CO., INC.
February 2015 - May 2023 · 8 yrs 3 mos
State Registrations4 states
FLNCOHWI
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.