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Bret Alexander Hartman

UPSKILL WEALTH MANAGEMENT, LLC·CORTLAND, New York
Clean recordUPSKILL WEALTH MANAGEMENT, LLC
1 NORTH MAIN STREET, CORTLAND, NY 13045CRD# 4502046Firm CRD# 332762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bret Alexander Hartman · CORTLAND, NY
Registration
CRD #4502046 · UPSKILL WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bret Alexander Hartman is a registered financial advisor based in CORTLAND, New York, affiliated with UPSKILL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
UPSKILL WEALTH MANAGEMENT, LLC
UPSKILL WEALTH MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at UPSKILL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4502046
Firm CRD# 332762
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bret Alexander Hartman offer?
Bret Alexander Hartman specializes in Financial Planning, Investment Management. Contact their office in CORTLAND, New York for a consultation.
What are Bret Alexander Hartman's credentials?
Bret Alexander Hartman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bret Alexander Hartman located?
Bret Alexander Hartman is based in CORTLAND, New York, working with UPSKILL WEALTH MANAGEMENT, LLC. Their office serves clients in the CORTLAND metropolitan area and surrounding communities.
How does Bret Alexander Hartman charge for services?
Bret Alexander Hartman'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 UPSKILL WEALTH MANAGEMENT, LLC?
UPSKILL WEALTH MANAGEMENT, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UPSKILL WEALTH MANAGEMENT, LLC

Michael Rudolph Rosenthal
CORTLAND, NY

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