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Chris Donald Bart

Marcum Wealth, LLC

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About Chris Donald Bart

Chris Bart is a financial advisor with Marcum Wealth, LLC. Chris has been in the financial services industry since 1995 and has experience in investment advising and portfolio management. Chris holds Series 7, 31, 52, 63, and 65 licenses and is registered to provide investment advisory services in Florida, Ohio, and Texas. Chris has a passive ownership interest in an insurance agency, Marcum Insurance Services, LLC and may refer clients to the agency for insurance services.

Firm Information

Chris Bart is currently registered with Marcum Wealth, LLC. Marcum Wealth, LLC is an investment advisor registered with the SEC based in Cleveland, OH. The firm manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Marcum Wealth offers financial planning, portfolio management, pension consulting, and other advisory services.
Marcum Wealth, LLC

6685 BETA DRIVE

CLEVELAND, OH 44143

$2.58B

Assets Under Management

146

Total Clients

34

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chris Bart’s Registration & Firm History

OH

01/14/2016 - Present

Marcum Wealth, LLC (CLEVELAND OH)

OH

12/15/2006 - 02/04/2009

PURSHE KAPLAN STERLING INVESTMENTS (MAYFIELD VILLAGE OH)

OH

09/30/1996 - 01/03/2007

MORGAN STANLEY DW INC. (CLEVELAND OH)

MI

02/10/1995 - 10/14/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 10/30/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 07/21/1995

Series 7 - General Securities Representative Examination

BC

Issued 02/09/1995

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chris Donald Bart.
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