AdvisorOS Directory
Claim Profile
WB

William Edmond Bartol

CORNERSTONE REAL ESTATE ADVISERS LLC·HARTFORD, Connecticut
Unclaimed Profile
ONE FINANCIAL PLAZA, HARTFORD, CT 06103-2604CRD# 1261472Firm CRD# 106468
01

About

William Edmond Bartol is a registered financial advisor based in HARTFORD, Connecticut, affiliated with CORNERSTONE REAL ESTATE ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BARINGS REAL ESTATE ADVISERS LLC
CORNERSTONE REAL ESTATE ADVISERS LLC
AUM
$33.2B
Regulatory assets under management
Employees
261
Total firm employees
View all advisors at BARINGS REAL ESTATE ADVISERS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1261472
Firm CRD# 106468
5 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HARTFORD?

Browse all registered financial advisors in HARTFORD, Connecticut or claim this profile if it's yours.

Browse HARTFORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Edmond Bartol offer?
William Edmond Bartol specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.
What are William Edmond Bartol's credentials?
William Edmond Bartol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Edmond Bartol located?
William Edmond Bartol is based in HARTFORD, Connecticut, working with CORNERSTONE REAL ESTATE ADVISERS LLC. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.
How does William Edmond Bartol charge for services?
William Edmond Bartol's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE REAL ESTATE ADVISERS LLC?
CORNERSTONE REAL ESTATE ADVISERS LLC has approximately 261 employees and manages $33.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HARTFORD
James Michael Oconnor — GLOBAL PORTFOLIO STRATEGIES, INC.Bradford Clair Melius — GLOBAL PORTFOLIO STRATEGIES, INC.James Michael Fishman — UBS REALTY INVESTORS LLCThomas Edward Enger — UBS REALTY INVESTORS LLCJohn Brooks Clinton — CCP EQUITY PARTNERS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile