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Melissa Mabley Martin

Bartlett & Co. Wealth Management LLC

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About Melissa Mabley Martin

Melissa Martin is a financial advisor working at Bartlett & Co. Wealth Management LLC. Melissa has been in the industry since 2008 and has a strong background in financial planning and investment management. Melissa's experience includes previous roles at Kovitz Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Melissa is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Melissa Martin 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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Melissa Martin’s Registration & Firm History

IL

12/13/2019 - Present

Bartlett & Co. Wealth Management LLC (CHICAGO IL)

IL

12/21/2015 - 10/14/2019

KOVITZ SECURITIES, LLC (CHICAGO IL)

IL

10/23/2009 - 10/10/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

IL

09/03/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 09/29/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Mabley Martin.
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