Claim Profile
KB

Keirra Shae Bartley

BARTLEY FINANCIAL ADVISORS, LLC·BEDFORD, New Hampshire
Unclaimed Profile
169 SOUTH RIVER ROAD, BEDFORD, NH 03110CRD# 7714430Firm CRD# 124293
01

About

Keirra Shae Bartley is a registered financial advisor based in BEDFORD, New Hampshire, affiliated with BARTLEY FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BARTLEY FINANCIAL ADVISORS, LLC
BARTLEY FINANCIAL ADVISORS, LLC
AUM
$128M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7714430
Firm CRD# 124293
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BEDFORD?

Browse all registered financial advisors in BEDFORD, New Hampshire or claim this profile if it's yours.

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 Keirra Shae Bartley offer?
Keirra Shae Bartley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDFORD, New Hampshire for a consultation.
What are Keirra Shae Bartley's credentials?
Keirra Shae Bartley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keirra Shae Bartley located?
Keirra Shae Bartley is based in BEDFORD, New Hampshire, working with BARTLEY FINANCIAL ADVISORS, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Keirra Shae Bartley charge for services?
Keirra Shae Bartley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARTLEY FINANCIAL ADVISORS, LLC?
BARTLEY FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $128M 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 →
Browse by specialty