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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 registered with Cetera Investment Advisers LLC. Christopher has been in the financial services industry since 1973 and has been with Cetera Investment Advisers LLC since 2023. Christopher is licensed to provide financial advice in multiple states and has passed the Series 65, Series 63, and Series 24 exams. Christopher has previously worked at Summit Brokerage Services, Inc., Raymond James Financial Services, Inc., SunAmerica Securities, Inc., Anchor National Financial Services, Inc., Nies/Brauer Securities, Inc., First Equity Corporation of Florida, Chubb Securities Corporation, Sentry Equity Services, Inc., and CG Equity Sales Company.

Firm Information

Christopher Bartkus is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

615 S MISSOURI AVE STE F

CLEARWATER, FL 33756

$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 3/14/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 8/19/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/9/1985

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

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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