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Timothy J Bartlett

Unique Wealth, LLC

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About Timothy J Bartlett

Timothy Bartlett is a financial advisor who has been in the industry since 2007. Timothy is a Certified Financial Planner and a Chartered Financial Consultant. Timothy currently works for Unique Wealth, LLC in Clearwater, FL. Before working with Unique Wealth, LLC Timothy was a financial advisor with Northwestern Mutual Investment Services, LLC. Timothy has a strong track record of success in helping clients achieve their financial goals. Timothy has experience working with individuals, businesses, and retirement plans.

Firm Information

Timothy Bartlett is currently registered with Unique Wealth, LLC. Unique Wealth, LLC is a Registered Investment Advisor headquartered in Clearwater, Florida. The firm provides financial planning and portfolio management services to individuals, businesses, and pension plans. As of the most recent reporting period, the firm managed approximately $626.5 million in assets for 2,063 clients.
Unique Wealth, LLC

311 PARK PLACE BLVD N

CLEARWATER, FL 33759

$626.49M

Assets Under Management

Not reported

Total Clients

8

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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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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Timothy Bartlett’s Registration & Firm History

FL

06/07/2021 - Present

Unique Wealth, LLC (CLEARWATER FL)

FL

09/25/2015 - 03/12/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Tampa FL)

FL

02/07/2014 - 09/14/2015

FIFTH THIRD SECURITIES, INC. (CLEARWATER FL)

FL

09/04/2013 - 02/11/2014

METLIFE SECURITIES INC. (TAMPA FL)

NJ

08/18/2008 - 08/16/2012

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

FL

01/08/2007 - 08/20/2008

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 10/21/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy J Bartlett.
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