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Christopher Richard Bartkus

Cetera Investment Advisers LLC

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About Christopher Richard Bartkus

Christopher Bartkus is a financial advisor with Cetera Investment Advisers LLC based in Clearwater, Florida. Christopher has been in the financial services industry since 1971. Christopher is licensed to provide investment advisory services in Florida and has a Series 7, 63, 65 and 24 license. Christopher also holds licenses in other states and has experience working with individual investors, corporations, and charitable organizations. Christopher is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Christopher Bartkus is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Christopher Bartkus’s Registration & Firm History

FL

06/02/2023 - Present

Cetera Investment Advisers LLC (CLEARWATER FL)

FL

07/28/2008 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (CLEARWATER FL)

FL

06/10/2003 - 07/29/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)

AZ

05/19/1992 - 06/23/2003

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

08/17/1983 - 05/19/1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

01/26/1981 - 08/15/1983

NIES/BRAUER SECURITIES, INC.

NA

02/22/1978 - 02/29/1980

FIRST EQUITY CORPORATION OF FLORIDA

NA

09/08/1976 - 09/20/1977

CHUBB SECURITIES CORPORATION

NA

02/22/1974 - 07/10/1976

SENTRY EQUITY SERVICES, INC.

NA

12/16/1971 - 03/02/1974

CG EQUITY SALES COMPANY

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Licenses & Designations

IA

Issued 03/14/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/1985

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Richard Bartkus.
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