Unclaimed Profile

Bryan Vincent Bartosik

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.·JACKSONVILLE, Florida

Clean recordKEY FINANCIAL GROUP OF JACKSONVILLE, INC.

6271 DUPONT STATION COURT, JACKSONVILLE, FL 32217CRD# 2861838Firm CRD# 142356

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryan Vincent Bartosik · JACKSONVILLE, FL

Registration

CRD #2861838 · KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bryan Vincent Bartosik is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with KEY FINANCIAL GROUP OF JACKSONVILLE, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

AUM

$54M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KEY FINANCIAL GROUP OF JACKSONVILLE, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2861838

Firm CRD# 142356

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bryan Vincent Bartosik offer?

Bryan Vincent Bartosik specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Bryan Vincent Bartosik's credentials?

Bryan Vincent Bartosik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Vincent Bartosik located?

Bryan Vincent Bartosik is based in JACKSONVILLE, Florida, working with KEY FINANCIAL GROUP OF JACKSONVILLE, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Bryan Vincent Bartosik charge for services?

Bryan Vincent Bartosik's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEY FINANCIAL GROUP OF JACKSONVILLE, INC.?

KEY FINANCIAL GROUP OF JACKSONVILLE, INC. has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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