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Craig M Sarembock

Bartlett & Co. Wealth Management LLC

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About Craig M Sarembock

Craig M. Sarembock is a registered investment advisor representative with Bartlett & Co. Wealth Management LLC in Cincinnati, Ohio. Craig has been in the financial services industry for over 15 years. Previously, Craig was employed by Goldman, Sachs & Co. in New York, NY. Craig's current registration is active and he is currently not in scope for the BrokerCheck system. Craig has specializations in fixed income securities, mutual funds, options, and variable annuities. He has passed the Series 63, Series 65 and Series 7 exams.

Firm Information

Craig Sarembock is currently registered with Bartlett & Co. Wealth Management LLC. Bartlett & Co. Wealth Management LLC is a Cincinnati, Ohio-based registered investment advisor with over $8 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services for individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Their services include credit and cash management solutions, insurance solutions, and portfolio management.
Bartlett & Co. Wealth Management LLC

600 VINE STREET

CINCINNATI, OH 45202-2466

$8.44B

Assets Under Management

25

Total Clients

30

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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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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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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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Craig Sarembock’s Registration & Firm History

OH

04/30/2018 - Present

Bartlett & Co. Wealth Management LLC (Cincinatti OH)

NY

08/21/2009 - 09/07/2012

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

11/20/2002 - 02/11/2009

LADENBURG THALMANN & CO. INC. (NEW YORK NY)

NY

04/12/2002 - 11/20/2002

LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)

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Licenses & Designations

IA

Issued 07/12/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig M Sarembock.
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