Invested Better
Unclaimed

Unclaimed

Unclaimed

Barton Daniel Bergman

Interactive Brokers Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Barton? Claim Your Profile

About Barton Daniel Bergman

Barton Bergman is a financial professional with over 16 years of experience in the industry. Barton holds the Series 7, Series 55, Series 57TO and SIE licenses. Barton is currently registered with Interactive Brokers Corp. and Interactive Brokers LLC. Previously, Barton was employed with IBKR Securities Services LLC, INTERACTIVE BROKERS LLC, TWO SIGMA SECURITIES, LLC and TIMBER HILL LLC.

Firm Information

Barton Bergman is currently registered with Interactive Brokers Corp.. Interactive Brokers Corp. is a Corporation formed in 2009-01-16. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

60

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Barton Bergman’s Registration & Firm History

CT

03/24/2023 - Present

Interactive Brokers Corp. (GREENWICH CT)

CT

06/18/2020 - 02/09/2024

IBKR SECURITIES SERVICES LLC (GREENWICH CT)

CT

07/09/2020 - 10/07/2022

INTERACTIVE BROKERS LLC (GREENWICH CT)

CT

09/14/2017 - 06/02/2020

TWO SIGMA SECURITIES, LLC (Stamford CT)

CT

09/25/2006 - 09/13/2017

TIMBER HILL LLC (GREENWICH CT)

Not sure if Barton Daniel Bergman is right for you?

Licenses & Designations

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2007

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Barton Daniel Bergman.
Not sure if Barton Daniel Bergman is right for you?