AdvisorOS Directory
Claim Profile
BH

Bret Alexander Hartman

UPSKILL WEALTH MANAGEMENT, LLC·CORTLAND, New York
Unclaimed Profile
1 NORTH MAIN STREET, CORTLAND, NY 13045CRD# 4502046Firm CRD# 332762
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CORTLAND?

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

Browse CORTLAND AdvisorsAre you this advisor? Claim profile

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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CORTLAND
Michael Rudolph Rosenthal — UPSKILL WEALTH MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile