Unclaimed Profile

Philip James Bartlett

CLEARWATER ADVISORS, LLC·BOISE, Idaho

SIE, Series 7, Series 63, Series 65Clean record15 years registeredCLEARWATER ADVISORS, LLC

101 S. CAPITOL BLVD, BOISE, ID 83702CRD# 5528902Firm CRD# 116865

Profile Verification

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

Identity

Philip James Bartlett · BOISE, ID

Registration

CRD #5528902 · CLEARWATER ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Jul 2024 – present

RBC CAPITAL MARKETS, LLC

Jul 2018 – Aug 2024

EAGLE, ID

CLEARWATER ADVISORS, LLC

Mar 2011 – Jun 2018

BOISE, ID

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · March 1, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARWATER ADVISORS, LLC

CRD 116865 · SEC 801-60686

AUM

$3.8B

Regulatory assets under management

Employees

78 client accounts

Services offered by CLEARWATER ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CLEARWATER ADVISORS, LLC →

Introduction

Speak with Philip

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Philip is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOISE?

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

Browse BOISE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Philip James Bartlett offer?

Philip James Bartlett specializes in Investment Management, Wealth Management. Contact their office in BOISE, Idaho for a consultation.

What are Philip James Bartlett's credentials?

Philip James Bartlett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip James Bartlett located?

Philip James Bartlett is based in BOISE, Idaho, working with CLEARWATER ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Philip James Bartlett charge for services?

Philip James Bartlett's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARWATER ADVISORS, LLC?

CLEARWATER ADVISORS, LLC has approximately 10 employees and manages $3.8B 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 →