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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Bartolf is an Investment Advisor Representative with Atticus Wealth Management. Atticus Wealth Management is headquartered in Palm Beach Gardens, FL. Douglas has been in the financial services industry for over 20 years. Douglas has been a registered investment advisor representative since 2018 and is registered in Florida and Colorado. Douglas has passed the Series 7, 63 and 65 exams. Prior to joining Atticus Wealth Management, Douglas worked for BARTOLF WEALTH ADVISORS, INC. in Jupiter, FL. Douglas specializes in working with individuals, high net worth individuals, corporations, charitable organizations, and pension plans. Atticus Wealth Management is a Registered Investment Advisor (RIA) that provides financial planning, investment management, and other services to individuals and families.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
01/04/2021 - Present
Atticus Wealth Management (PALM BEACH GARDENS FL)
GA
10/01/2004 - 05/13/2005
TRIAD ADVISORS, INC. (ATLANTA GA)
IL
02/01/1999 - 10/27/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
07/29/1998 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
IA
Issued 03/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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