Unclaimed Profile

Keirra Shae Bartley

BARTLEY FINANCIAL ADVISORS, LLC·BEDFORD, New Hampshire

Clean recordBARTLEY FINANCIAL ADVISORS, LLC

169 SOUTH RIVER ROAD, BEDFORD, NH 03110CRD# 7714430Firm CRD# 124293

Profile Verification

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

Identity

Keirra Shae Bartley · BEDFORD, NH

Registration

CRD #7714430 · BARTLEY FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BARTLEY FINANCIAL ADVISORS, LLC

AUM

$128M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BARTLEY FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7714430

Firm CRD# 124293

View on FINRA BrokerCheck →

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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.

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