Unclaimed Profile

Bryan Vincent Bartosik

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

SIE, Series 6, Series 26, Series 65, Series 66Clean record26 years registeredKEY 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. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

TITLETOWN WEALTH MANAGEMENT, LLC

Aug 2021 – Jan 2023

JACKSONVILLE, FL

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

Oct 2007 – Dec 2021

JACKSONVILLE, FL

CAMARDA BROTHERS FINANCIAL ADVISORS, INC.

Mar 2000 – Oct 2004

ORANGE PARK, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 65

Series 66

Registration record

First registered · March 27, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

CRD 142356 · SEC 801-68022

AUM

$54M

Regulatory assets under management

Employees

623 client accounts

Services offered by KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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

Introduction

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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.

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, last registered with KEY FINANCIAL GROUP OF JACKSONVILLE, INC..

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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