Ryan
Bartlett
Vancegray Wealth Management, Inc
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About this Advisor
Ryan Bartlett is a financial advisor who works out of Bangor, Maine, with a total of 7 years of relevant experience. Bartlett currently works for Vancegray Wealth Management, Inc. Over the course of their career, they have held roles at Vancegray Wealth Management, Inc, Kebo Valley Golf Club, Goose Cove Cottage and Lobster Fishing. Bartlett holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Maine. Vancegray Wealth Management, Inc is a registered investment business headquartered in Bangor, ME. The investment advisory business has a total of 11 advisors. It has $253 million in assets across its 1,883 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,883 accounts, just 8% belong to high-net-worth individuals who have at least $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fee schedules largely depend on which service is provided. Fee types billed by Vancegray Wealth Management, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vancegray Wealth Management, Inc Brokerage Details
$252,609,305
11
1,883
$134,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Ryan Bartlett Work History
Ryan has been registered as a financial advisor for 7 years.*
Vancegray Wealth Management, Inc
Lobster Fishing
Kebo Valley Golf Club
Goose Cove Cottage
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Bartlett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vancegray Wealth Management, Inc
Bangor, ME
Bangor, ME
Bangor, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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