Tyler Davidson Bartlett
Corporate Officer/Principal bei Merriman Wealth Management LLC
Profil
Mr. Tyler D.
Bartlett is a Director of Advisory Services at Merriman Wealth Management LLC.
Prior to joining Merriman Wealth Management, Mr. Bartlett was previously employed at US Trust as Wealth Planner.
Prior to that, he was a Financial Advisor at Pacific Capital Resource Group and Lead Financial Planning Analyst at American Express Financial Advisors.
Mr. Bartlett received his Bachelors degree in Business Administration from Seattle Pacific University-School of Business & Economics.
He holds both CFP and ChFC designation.
Aktive Positionen von Tyler Davidson Bartlett
| Unternehmen | Position | Beginn |
|---|---|---|
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Corporate Officer/Principal | 01.12.2018 |
Ehemalige bekannte Positionen von Tyler Davidson Bartlett
| Unternehmen | Position | Ende |
|---|---|---|
| US Trust | Corporate Officer/Principal | - |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Ausbildung von Tyler Davidson Bartlett
| Seattle Pacific University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
| American Express Financial Advisors, Inc. | |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Finance |
| US Trust | Finance |